FormulaFolio Investments’s iShares Core Moderate Allocation ETF AOM Stock Holding History

FormulaFolio Investments’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
2021 Q1	–	Sell	-113,015	Closed	-$4.88M	–	480
2020 Q4	$4.88M	Buy	+113,015	New	+$4.76M	0.1%	151
2019 Q3	–	Sell	-14,854	Closed	-$580K	–	341
2019 Q2	$580K	Buy	+14,854	New	+$568K	0.02%	193

Other funds holding AOM

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

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

FormulaFolio Investments's AOM Position: Q1 2021 in Review

FormulaFolio Investments sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2021, closing a stake of 113,015 shares — an estimated $4.88M sold.

FormulaFolio Investments first reported a position in AOM in Q2 2019 and held it in 2 quarters. The position peaked at $4.88M in Q4 2020. 221 funds tracked by Wall St. Rank hold AOM as of Q1 2021.

FormulaFolio Investments reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2021 after selling out during the quarter.
FormulaFolio Investments sold 113,015 iShares Core Moderate Allocation ETF shares in Q1 2021, an estimated $4.88M.
FormulaFolio Investments first reported a position in iShares Core Moderate Allocation ETF in Q2 2019 and held it in 2 quarters.
FormulaFolio Investments's iShares Core Moderate Allocation ETF position peaked at $4.88M in Q4 2020.
221 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.