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Halbert Hargrove Global Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio AOM Stock Details AOM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.31K Sell
115
-1
-0.9% -$46 ﹤0.01% 249
2025
Q1 		$5.11K Buy
116
+1
+0.9% +$44 ﹤0.01% 296
2024
Q4 		$5.01K Buy
+115
New +$5.01K ﹤0.01% 242