Legacy Financial Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Legacy Financial Advisors’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
2020 Q1	–	Sell	-18,382	Closed	-$738K	–	63
2019 Q4	$738K	Hold	18,382	–	–	0.23%	43
2019 Q3	$722K	Hold	18,382	–	–	0.24%	47
2019 Q2	$717K	Hold	18,382	–	–	0.25%	42
2019 Q1	$700K	Sell	18,382 -20,455	-53%	-$759K	0.24%	43
2018 Q4	$1.39M	Buy	+38,837	New	+$1.42M	0.54%	20

Other funds holding AOM

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

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Legacy Financial Advisors's AOM Position: Q1 2020 in Review

Legacy Financial Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2020, closing a stake of 18,382 shares — an estimated $738K sold.

Legacy Financial Advisors first reported a position in AOM in Q4 2018 and held it in 5 quarters. The position peaked at $1.39M in Q4 2018. 175 funds tracked by Wall St. Rank hold AOM as of Q1 2020.

Legacy Financial Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2020 after selling out during the quarter.
Legacy Financial Advisors sold 18,382 iShares Core Moderate Allocation ETF shares in Q1 2020, an estimated $738K.
Legacy Financial Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2018 and held it in 5 quarters.
Legacy Financial Advisors's iShares Core Moderate Allocation ETF position peaked at $1.39M in Q4 2018.
175 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2020.

Based on Legacy Financial Advisors's 13F filing for Q1 2020, filed 12 May 2020.