Howe & Rusling’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Howe & Rusling’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 Q4	–	Sell	-223	Closed	-$8K	–	355
2022 Q3	$8K	Hold	223	–	–	﹤0.01%	567
2022 Q2	$9K	Hold	223	–	–	﹤0.01%	551
2022 Q1	$10K	Hold	223	–	–	﹤0.01%	519
2021 Q4	$10K	Hold	223	–	–	﹤0.01%	530
2021 Q3	$10K	Hold	223	–	–	﹤0.01%	506
2021 Q2	$10K	Buy	+223	New	+$9.94K	﹤0.01%	486

Other funds holding AOM

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

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

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

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

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

Howe & Rusling's AOM Position: Q4 2022 in Review

Howe & Rusling sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2022, closing a stake of 223 shares — an estimated $8K sold.

Howe & Rusling first reported a position in AOM in Q2 2021 and held it in 6 quarters. The position peaked at $10K in Q1 2022. 249 funds tracked by Wall St. Rank hold AOM as of Q4 2022.

Howe & Rusling reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 223 iShares Core Moderate Allocation ETF shares in Q4 2022, an estimated $8K.
Howe & Rusling first reported a position in iShares Core Moderate Allocation ETF in Q2 2021 and held it in 6 quarters.
Howe & Rusling's iShares Core Moderate Allocation ETF position peaked at $10K in Q1 2022.
249 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.