Global Financial Private Capital’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Global Financial Private Capital’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
2019 Q2	–	Sell	-47,485	Closed	-$1.81M	–	461
2019 Q1	$1.81M	Sell	47,485 -10,881	-19%	-$404K	0.09%	191
2018 Q4	$2.26M	Buy	58,366 +36,994	+173%	+$1.35M	0.12%	164
2018 Q3	$2.04M	Buy	21,372 +1,411	+7%	+$53.2K	0.07%	204
2018 Q2	$1.96M	Buy	19,961 +483	+2%	+$18.2K	0.07%	196
2018 Q1	$1.95M	Sell	19,478 -435	-2%	-$16.6K	0.07%	191
2017 Q4	$2.06M	Buy	19,913 +10,797	+118%	+$413K	0.07%	175
2017 Q3	$1.68M	Buy	+9,116	New	+$342K	0.06%	199

Other funds holding AOM

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

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

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

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

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

SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return

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

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

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

PSG

Planning Solutions Group Fulton, Maryland $194M AUM

Global Financial Private Capital's AOM Position: Q2 2019 in Review

Global Financial Private Capital sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2019, closing a stake of 47,485 shares — an estimated $1.81M sold.

Global Financial Private Capital first reported a position in AOM in Q3 2017 and held it in 7 quarters. The position peaked at $2.26M in Q4 2018. 159 funds tracked by Wall St. Rank hold AOM as of Q2 2019.

Global Financial Private Capital reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2019 after selling out during the quarter.
Global Financial Private Capital sold 47,485 iShares Core Moderate Allocation ETF shares in Q2 2019, an estimated $1.81M.
Global Financial Private Capital first reported a position in iShares Core Moderate Allocation ETF in Q3 2017 and held it in 7 quarters.
Global Financial Private Capital's iShares Core Moderate Allocation ETF position peaked at $2.26M in Q4 2018.
159 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2019.

Based on Global Financial Private Capital's 13F filing for Q2 2019, filed 14 Aug 2019.