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Koss-Olinger Consulting’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Koss-Olinger Consulting’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
2021
Q4 		– Sell
-4,657
Closed -$208K – 218
2021
Q3 		$208K Hold
4,657
– – 0.03% 204
2021
Q2 		$210K Hold
4,657
– – 0.03% 219
2021
Q1 		$203K Buy
+4,657
New +$203K 0.03% 211

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Koss-Olinger Consulting's AOM Position: Q4 2021 in Review

Koss-Olinger Consulting sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2021, closing a stake of 4,657 shares — an estimated $208K sold.

Koss-Olinger Consulting first reported a position in AOM in Q1 2021 and held it in 3 quarters. The position peaked at $210K in Q2 2021. 252 funds tracked by Wall St. Rank hold AOM as of Q4 2021.

  • Koss-Olinger Consulting reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2021 after selling out during the quarter.
  • Koss-Olinger Consulting sold 4,657 iShares Core Moderate Allocation ETF shares in Q4 2021, an estimated $208K.
  • Koss-Olinger Consulting first reported a position in iShares Core Moderate Allocation ETF in Q1 2021 and held it in 3 quarters.
  • Koss-Olinger Consulting's iShares Core Moderate Allocation ETF position peaked at $210K in Q2 2021.
  • 252 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2021.

Based on Koss-Olinger Consulting's 13F filing for Q4 2021, filed 7 Feb 2022.