EWM
AOM icon

Evermay Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Evermay Wealth Management’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
Q4 		– Sell
-1,252
Closed -$46K – 569
2022
Q3 		$46K Hold
1,252
– – 0.01% 288
2022
Q2 		$49K Sell
1,252
-975
-44% -$39.4K 0.01% 282
2022
Q1 		$96K Buy
+2,227
New +$97K 0.02% 255

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evermay Wealth Management's AOM Position: Q4 2022 in Review

Evermay Wealth Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2022, closing a stake of 1,252 shares — an estimated $46K sold.

Evermay Wealth Management first reported a position in AOM in Q1 2022 and held it in 3 quarters. The position peaked at $96K in Q1 2022. 249 funds tracked by Wall St. Rank hold AOM as of Q4 2022.

  • Evermay Wealth Management reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2022 after selling out during the quarter.
  • Evermay Wealth Management sold 1,252 iShares Core Moderate Allocation ETF shares in Q4 2022, an estimated $46K.
  • Evermay Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q1 2022 and held it in 3 quarters.
  • Evermay Wealth Management's iShares Core Moderate Allocation ETF position peaked at $96K in Q1 2022.
  • 249 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2022.

Based on Evermay Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.