Divergent Planning’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Divergent Planning’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,993	Closed	-$215K	–	20
2022 Q1	$215K	Buy	+4,993	New	+$217K	0.14%	21
2021 Q3	–	Sell	-4,545	Closed	-$205K	–	17
2021 Q2	$205K	Buy	+4,545	New	+$203K	0.17%	17

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Divergent Planning's AOM Position: Q2 2022 in Review

Divergent Planning sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2022, closing a stake of 4,993 shares — an estimated $215K sold.

Divergent Planning first reported a position in AOM in Q2 2021 and held it in 2 quarters. The position peaked at $215K in Q1 2022. 229 funds tracked by Wall St. Rank hold AOM as of Q2 2022.

Divergent Planning reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2022 after selling out during the quarter.
Divergent Planning sold 4,993 iShares Core Moderate Allocation ETF shares in Q2 2022, an estimated $215K.
Divergent Planning first reported a position in iShares Core Moderate Allocation ETF in Q2 2021 and held it in 2 quarters.
Divergent Planning's iShares Core Moderate Allocation ETF position peaked at $215K in Q1 2022.
229 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2022.

Based on Divergent Planning's 13F filing for Q2 2022, filed 11 Jul 2022.