Garrett Wealth Advisory Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Garrett Wealth Advisory 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
2022 Q2	–	Sell	-11,600	Closed	-$498K	–	51
2022 Q1	$498K	Hold	11,600	–	–	0.26%	34
2021 Q4	$527K	Hold	11,600	–	–	0.26%	37
2021 Q3	$519K	Hold	11,600	–	–	0.33%	31
2021 Q2	$523K	Hold	11,600	–	–	0.34%	27
2021 Q1	$505K	Hold	11,600	–	–	0.36%	27
2020 Q4	$501K	Sell	11,600 -1,750	-13%	-$73.7K	0.38%	26
2020 Q3	$548K	Hold	13,350	–	–	0.43%	26
2020 Q2	$532K	Hold	13,350	–	–	0.43%	26
2020 Q1	$490K	Hold	13,350	–	–	0.46%	27
2019 Q4	$536K	Hold	13,350	–	–	0.4%	31
2019 Q3	$525K	Hold	13,350	–	–	0.37%	31
2019 Q2	$521K	Hold	13,350	–	–	0.41%	31
2019 Q1	$508K	Hold	13,350	–	–	0.42%	32
2018 Q4	$476K	Buy	+13,350	New	+$487K	0.43%	25

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Garrett Wealth Advisory Group's AOM Position: Q2 2022 in Review

Garrett Wealth Advisory Group sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2022, closing a stake of 11,600 shares — an estimated $498K sold.

Garrett Wealth Advisory Group first reported a position in AOM in Q4 2018 and held it in 14 quarters. The position peaked at $548K in Q3 2020. 229 funds tracked by Wall St. Rank hold AOM as of Q2 2022.

Garrett Wealth Advisory Group reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2022 after selling out during the quarter.
Garrett Wealth Advisory Group sold 11,600 iShares Core Moderate Allocation ETF shares in Q2 2022, an estimated $498K.
Garrett Wealth Advisory Group first reported a position in iShares Core Moderate Allocation ETF in Q4 2018 and held it in 14 quarters.
Garrett Wealth Advisory Group's iShares Core Moderate Allocation ETF position peaked at $548K in Q3 2020.
229 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2022.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2022, filed 27 Jul 2022.