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

FDx 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
2022 Q2	–	Sell	-129,512	Closed	-$5.57M	–	806
2022 Q1	$5.57M	Buy	+129,512	New	+$5.64M	0.19%	112
2018 Q1	–	Sell	-42,910	Closed	-$1.63M	–	1166
2017 Q4	$1.63M	Buy	42,910 +485	+1%	+$18.6K	0.04%	384
2017 Q3	$1.61M	Buy	42,425 +5,397	+15%	+$203K	0.04%	385
2017 Q2	$1.38M	Buy	37,028 +755	+2%	+$27.9K	0.04%	429
2017 Q1	$1.32M	Buy	36,273 +2,059	+6%	+$73.9K	0.04%	428
2016 Q4	$1.21M	Buy	+34,214	New	+$1.21M	0.03%	464

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

FDx Advisors's AOM Position: Q2 2022 in Review

FDx Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2022, closing a stake of 129,512 shares — an estimated $5.57M sold.

FDx Advisors first reported a position in AOM in Q4 2016 and held it in 6 quarters. The position peaked at $5.57M in Q1 2022. 229 funds tracked by Wall St. Rank hold AOM as of Q2 2022.

FDx Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2022 after selling out during the quarter.
FDx Advisors sold 129,512 iShares Core Moderate Allocation ETF shares in Q2 2022, an estimated $5.57M.
FDx Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2016 and held it in 6 quarters.
FDx Advisors's iShares Core Moderate Allocation ETF position peaked at $5.57M in Q1 2022.
229 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2022.

Based on FDx Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.