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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$468K	Buy	11,277 +159	+1%	+$6.3K	0.05%	49
2023 Q3	$433K	Buy	11,118 +819	+8%	+$32.7K	0.06%	49
2023 Q2	$416K	Buy	10,299 +1,756	+21%	+$70.1K	0.06%	61
2023 Q1	$341K	Buy	8,543 +523	+7%	+$20.6K	0.05%	64
2022 Q4	$305K	Buy	8,020 +1,895	+31%	+$71.8K	0.05%	61
2022 Q3	$224K	Buy	6,125 +359	+6%	+$14.1K	0.04%	41
2022 Q2	$225K	Buy	5,766 +906	+19%	+$36.6K	0.04%	41
2022 Q1	$209K	Sell	4,860 -1,056	-18%	-$46K	0.04%	39
2021 Q4	$269K	Sell	5,916 -8,310	-58%	-$377K	0.05%	34
2021 Q3	$636K	Buy	14,226 +9,625	+209%	+$437K	0.14%	29
2021 Q2	$207K	Buy	+4,601	New	+$205K	0.05%	24

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KCPG

Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

First Ascent Asset Management's AOM Position: Q4 2023 in Review

First Ascent Asset Management increased its iShares Core Moderate Allocation ETF (AOM) stake by 1.4% in Q4 2023, buying an estimated $6.3K and bringing the position to 11,277 shares worth $468K. The position accounts for 0.05% of the portfolio, ranked #49.

First Ascent Asset Management first reported a position in AOM in Q2 2021 and has held it in 11 quarters since. The position peaked at $636K in Q3 2021. 253 funds tracked by Wall St. Rank hold AOM as of Q4 2023.

First Ascent Asset Management held 11,277 shares of iShares Core Moderate Allocation ETF worth $468K as of Q4 2023.
First Ascent Asset Management bought 159 iShares Core Moderate Allocation ETF shares in Q4 2023, an estimated $6.3K.
iShares Core Moderate Allocation ETF made up 0.05% of First Ascent Asset Management's portfolio in Q4 2023, its #49 holding.
First Ascent Asset Management first reported a position in iShares Core Moderate Allocation ETF in Q2 2021 and has held it in 11 quarters since.
First Ascent Asset Management's iShares Core Moderate Allocation ETF position peaked at $636K in Q3 2021.
253 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2023.

Based on First Ascent Asset Management's 13F filing for Q4 2023, filed 5 Feb 2024.