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Keebeck Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Keebeck Wealth Management’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
2023
Q2 		– Sell
-15,572
Closed -$621K – 261
2023
Q1 		$621K Sell
15,572
-1,131
-7% -$44.4K 0.1% 145
2022
Q4 		$635K Hold
16,703
– – 0.11% 135
2022
Q3 		$611K Sell
16,703
-242
-1% -$9.48K 0.12% 133
2022
Q2 		$660K Sell
16,945
-163
-1% -$6.59K 0.13% 128
2022
Q1 		$735K Buy
+17,108
New +$745K 0.12% 132

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Keebeck Wealth Management's AOM Position: Q2 2023 in Review

Keebeck Wealth Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2023, closing a stake of 15,572 shares — an estimated $621K sold.

Keebeck Wealth Management first reported a position in AOM in Q1 2022 and held it in 5 quarters. The position peaked at $735K in Q1 2022. 217 funds tracked by Wall St. Rank hold AOM as of Q2 2023.

  • Keebeck Wealth Management reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2023 after selling out during the quarter.
  • Keebeck Wealth Management sold 15,572 iShares Core Moderate Allocation ETF shares in Q2 2023, an estimated $621K.
  • Keebeck Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q1 2022 and held it in 5 quarters.
  • Keebeck Wealth Management's iShares Core Moderate Allocation ETF position peaked at $735K in Q1 2022.
  • 217 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2023.

Based on Keebeck Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.