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

Liberty 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
2021 Q4	–	Sell	-821	Closed	-$37K	–	212
2021 Q3	$37K	Sell	821 -52	-6%	-$2.36K	0.01%	480
2021 Q2	$39K	Buy	873 +216	+33%	+$9.63K	0.02%	376
2021 Q1	$28K	Hold	657	–	–	0.01%	396
2020 Q4	$28K	Buy	657 +71	+12%	+$2.99K	0.01%	393
2020 Q3	$24K	Sell	586 -16	-3%	-$656	0.01%	366
2020 Q2	$24K	Sell	602 -10	-2%	-$386	0.02%	349
2020 Q1	$23K	Buy	612 +162	+36%	+$6.34K	0.02%	335
2019 Q4	$18K	Buy	450 +25	+6%	+$990	0.01%	426
2019 Q3	$17K	Sell	425 -511	-55%	-$19.9K	0.02%	414
2019 Q2	$37K	Buy	+936	New	+$35.8K	0.03%	297

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Liberty Wealth Management's AOM Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2021, closing a stake of 821 shares — an estimated $37K sold.

Liberty Wealth Management first reported a position in AOM in Q2 2019 and held it in 10 quarters. The position peaked at $39K in Q2 2021. 252 funds tracked by Wall St. Rank hold AOM as of Q4 2021.

Liberty Wealth Management reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 821 iShares Core Moderate Allocation ETF shares in Q4 2021, an estimated $37K.
Liberty Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q2 2019 and held it in 10 quarters.
Liberty Wealth Management's iShares Core Moderate Allocation ETF position peaked at $39K in Q2 2021.
252 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.