ERTS Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

ERTS Wealth Advisors’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
2020 Q1	–	Sell	-12,973	Closed	-$521K	–	79
2019 Q4	$521K	Sell	12,973 -184	-1%	-$7.29K	0.23%	42
2019 Q3	$517K	Buy	13,157 +191	+1%	+$7.44K	0.26%	40
2019 Q2	$506K	Sell	12,966 -557	-4%	-$21.3K	0.28%	46
2019 Q1	$515K	Buy	13,523 +1,089	+9%	+$40.4K	0.31%	41
2018 Q4	$444K	Buy	+12,434	New	+$453K	0.32%	43

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

ERTS Wealth Advisors's AOM Position: Q1 2020 in Review

ERTS Wealth Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2020, closing a stake of 12,973 shares — an estimated $521K sold.

ERTS Wealth Advisors first reported a position in AOM in Q4 2018 and held it in 5 quarters. The position peaked at $521K in Q4 2019. 175 funds tracked by Wall St. Rank hold AOM as of Q1 2020.

ERTS Wealth Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2020 after selling out during the quarter.
ERTS Wealth Advisors sold 12,973 iShares Core Moderate Allocation ETF shares in Q1 2020, an estimated $521K.
ERTS Wealth Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2018 and held it in 5 quarters.
ERTS Wealth Advisors's iShares Core Moderate Allocation ETF position peaked at $521K in Q4 2019.
175 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2020.

Based on ERTS Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.