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Global Wealth Management Investment Advisory’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Global Wealth Management Investment Advisory’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
Q1 		– Sell
-432
Closed -$17.9K – 157
2023
Q4 		$17.9K Sell
432
-17
-4% -$674 ﹤0.01% 258
2023
Q3 		$17.5K Buy
449
+12
+3% +$480 ﹤0.01% 254
2023
Q2 		$17.7K Buy
+437
New +$17.4K ﹤0.01% 256
2022
Q3 		– Sell
-744
Closed -$29K – 153
2022
Q2 		$29K Sell
744
-268
-26% -$10.8K 0.01% 213
2022
Q1 		$43K Buy
1,012
+30
+3% +$1.31K 0.01% 201
2021
Q4 		$45K Sell
982
-155
-14% -$7.03K 0.01% 198
2021
Q3 		$51K Buy
1,137
+40
+4% +$1.81K 0.02% 200
2021
Q2 		$49K Sell
1,097
-1,417
-56% -$63.1K 0.02% 199
2021
Q1 		$109K Buy
2,514
+769
+44% +$33.5K 0.04% 156
2020
Q4 		$75K Buy
1,745
+239
+16% +$10.1K 0.03% 169
2020
Q3 		$62K Sell
1,506
-4,639
-75% -$190K 0.03% 163
2020
Q2 		$245K Sell
6,145
-1,387
-18% -$53.5K 0.1% 106
2020
Q1 		$277K Buy
7,532
+115
+2% +$4.5K 0.14% 93
2019
Q4 		$298K Sell
7,417
-848
-10% -$33.6K 0.13% 96
2019
Q3 		$325K Sell
8,265
-8
-0.1% -$312 0.15% 88
2019
Q2 		$323K Sell
8,273
-2,988
-27% -$114K 0.16% 87
2019
Q1 		$429K Sell
11,261
-3,091
-22% -$115K 0.22% 85
2018
Q4 		$512K Buy
+14,352
New +$523K 0.3% 79

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Global Wealth Management Investment Advisory's AOM Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2024, closing a stake of 432 shares — an estimated $17.9K sold.

Global Wealth Management Investment Advisory first reported a position in AOM in Q4 2018 and held it in 18 quarters. The position peaked at $512K in Q4 2018. 234 funds tracked by Wall St. Rank hold AOM as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 432 iShares Core Moderate Allocation ETF shares in Q1 2024, an estimated $17.9K.
  • Global Wealth Management Investment Advisory first reported a position in iShares Core Moderate Allocation ETF in Q4 2018 and held it in 18 quarters.
  • Global Wealth Management Investment Advisory's iShares Core Moderate Allocation ETF position peaked at $512K in Q4 2018.
  • 234 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.