First Ascent Asset Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

First Ascent Asset Management’s Portfolio AOM Stock Details AOM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$468K	Buy
2023 Q3	$433K	Buy
2023 Q2	$416K	Buy
2023 Q1	$341K	Buy
2022 Q4	$305K	Buy
2022 Q3	$224K	Buy
2022 Q2	$225K	Buy
2022 Q1	$209K	Sell
2021 Q4	$269K	Sell
2021 Q3	$636K	Buy
2021 Q2	$207K	Buy