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Fund Evaluation Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Fund Evaluation 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
2024
Q4 		– Sell
-11,651
Closed -$526K – 39
2024
Q3 		$526K Buy
+11,651
New +$511K 0.03% 32

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

Fund Evaluation Group's AOM Position: Q4 2024 in Review

Fund Evaluation Group sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2024, closing a stake of 11,651 shares — an estimated $526K sold.

Fund Evaluation Group first reported a position in AOM in Q3 2024 and held it in 1 quarter. The position peaked at $526K in Q3 2024. 260 funds tracked by Wall St. Rank hold AOM as of Q4 2024.

  • Fund Evaluation Group reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2024 after selling out during the quarter.
  • Fund Evaluation Group sold 11,651 iShares Core Moderate Allocation ETF shares in Q4 2024, an estimated $526K.
  • Fund Evaluation Group first reported a position in iShares Core Moderate Allocation ETF in Q3 2024 and held it in 1 quarter.
  • Fund Evaluation Group's iShares Core Moderate Allocation ETF position peaked at $526K in Q3 2024.
  • 260 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2024.

Based on Fund Evaluation Group's 13F filing for Q4 2024, filed 12 Feb 2025.