Fure Financial Corporation’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Fure Financial Corporation’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 Q1	–	Sell	-76,058	Closed	-$3.46M	–	61
2021 Q4	$3.46M	Buy	76,058 +1,819	+2%	+$82.5K	2.4%	13
2021 Q3	$3.32M	Buy	74,239 +3,092	+4%	+$140K	2.32%	15
2021 Q2	$3.21M	Sell	71,147 -2,445	-3%	-$109K	2.33%	14
2021 Q1	$3.2M	Buy	73,592 +2,504	+4%	+$109K	2.51%	11
2020 Q4	$3.07M	Sell	71,088 -966	-1%	-$40.7K	2.18%	16
2020 Q3	$2.96M	Sell	72,054 -763	-1%	-$31.3K	2.18%	14
2020 Q2	$2.9M	Sell	72,817 -3,292	-4%	-$127K	2.32%	15
2020 Q1	$2.8M	Sell	76,109 -54	-0.1%	-$2.12K	3.02%	11
2019 Q4	$3.06M	Buy	+76,163	New	+$3.02M	2.17%	19

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAS

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

Fure Financial Corporation's AOM Position: Q1 2022 in Review

Fure Financial Corporation sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2022, closing a stake of 76,058 shares — an estimated $3.46M sold.

Fure Financial Corporation first reported a position in AOM in Q4 2019 and held it in 9 quarters. The position peaked at $3.46M in Q4 2021. 250 funds tracked by Wall St. Rank hold AOM as of Q1 2022.

Fure Financial Corporation reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2022 after selling out during the quarter.
Fure Financial Corporation sold 76,058 iShares Core Moderate Allocation ETF shares in Q1 2022, an estimated $3.46M.
Fure Financial Corporation first reported a position in iShares Core Moderate Allocation ETF in Q4 2019 and held it in 9 quarters.
Fure Financial Corporation's iShares Core Moderate Allocation ETF position peaked at $3.46M in Q4 2021.
250 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2022.

Based on Fure Financial Corporation's 13F filing for Q1 2022, filed 12 May 2022.