Financial Strategies Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Financial Strategies Group’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 Q3	–	Sell	-5,287	Closed	-$206K	–	77
2022 Q2	$206K	Sell	5,287 -913	-15%	-$36.9K	0.09%	85
2022 Q1	$266K	Buy	6,200 +65	+1%	+$2.83K	0.11%	78
2021 Q4	$279K	Sell	6,135 -2,084	-25%	-$94.5K	0.11%	68
2021 Q3	$368K	Buy	8,219 +333	+4%	+$15.1K	0.16%	58
2021 Q2	$355K	Sell	7,886 -343	-4%	-$15.3K	0.16%	56
2021 Q1	$358K	Buy	8,229 +271	+3%	+$11.8K	0.19%	48
2020 Q4	$344K	Buy	7,958 +346	+5%	+$14.6K	0.19%	45
2020 Q3	$312K	Buy	7,612 +535	+8%	+$21.9K	0.21%	41
2020 Q2	$282K	Sell	7,077 -815	-10%	-$31.4K	0.21%	35
2020 Q1	$290K	Sell	7,892 -471	-6%	-$18.4K	0.26%	30
2019 Q4	$336K	Buy	+8,363	New	+$331K	0.27%	32

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AAS

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

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

Financial Strategies Group's AOM Position: Q3 2022 in Review

Financial Strategies Group sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2022, closing a stake of 5,287 shares — an estimated $206K sold.

Financial Strategies Group first reported a position in AOM in Q4 2019 and held it in 11 quarters. The position peaked at $368K in Q3 2021. 222 funds tracked by Wall St. Rank hold AOM as of Q3 2022.

Financial Strategies Group reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2022 after selling out during the quarter.
Financial Strategies Group sold 5,287 iShares Core Moderate Allocation ETF shares in Q3 2022, an estimated $206K.
Financial Strategies Group first reported a position in iShares Core Moderate Allocation ETF in Q4 2019 and held it in 11 quarters.
Financial Strategies Group's iShares Core Moderate Allocation ETF position peaked at $368K in Q3 2021.
222 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2022.

Based on Financial Strategies Group's 13F filing for Q3 2022, filed 26 Oct 2022.