EWA
AOM icon

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

EverSource 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
2024
Q2 		– Sell
-1
Closed -$27 – 3065
2024
Q1 		$27 Buy
+1
New +$42 ﹤0.01% 2878
2022
Q3 		– Sell
-2,322
Closed -$90K – 1966
2022
Q2 		$90K Buy
+2,322
New +$93.8K 0.02% 405

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EverSource Wealth Advisors's AOM Position: Q2 2024 in Review

EverSource Wealth Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2024, closing a stake of 1 share — an estimated $27 sold.

EverSource Wealth Advisors first reported a position in AOM in Q2 2022 and held it in 2 quarters. The position peaked at $90K in Q2 2022. 238 funds tracked by Wall St. Rank hold AOM as of Q2 2024.

  • EverSource Wealth Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1 iShares Core Moderate Allocation ETF share in Q2 2024, an estimated $27.
  • EverSource Wealth Advisors first reported a position in iShares Core Moderate Allocation ETF in Q2 2022 and held it in 2 quarters.
  • EverSource Wealth Advisors's iShares Core Moderate Allocation ETF position peaked at $90K in Q2 2022.
  • 238 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2024.

Based on EverSource Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.