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Glovista Investments’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Glovista Investments’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
Q4 		– Sell
-6,690
Closed -$263K – 94
2019
Q3 		$263K Buy
+6,690
New +$261K 0.09% 83

Other funds holding AOM

Tiedemann Advisors
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Glovista Investments's AOM Position: Q4 2019 in Review

Glovista Investments sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2019, closing a stake of 6,690 shares — an estimated $263K sold.

Glovista Investments first reported a position in AOM in Q3 2019 and held it in 1 quarter. The position peaked at $263K in Q3 2019. 191 funds tracked by Wall St. Rank hold AOM as of Q4 2019.

  • Glovista Investments reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2019 after selling out during the quarter.
  • Glovista Investments sold 6,690 iShares Core Moderate Allocation ETF shares in Q4 2019, an estimated $263K.
  • Glovista Investments first reported a position in iShares Core Moderate Allocation ETF in Q3 2019 and held it in 1 quarter.
  • Glovista Investments's iShares Core Moderate Allocation ETF position peaked at $263K in Q3 2019.
  • 191 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2019.

Based on Glovista Investments's 13F filing for Q4 2019, filed 14 Feb 2020.