Madden Advisory Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Madden Advisory Services’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	-70,305	Closed	-$2.82M	–	74
2019 Q4	$2.82M	Hold	70,305	–	–	1.85%	18
2019 Q3	$2.76M	Sell	70,305 -3,111	-4%	-$121K	1.97%	18
2019 Q2	$2.86M	Sell	73,416 -260	-0.4%	-$9.95K	1.79%	20
2019 Q1	$2.8M	Hold	73,676	–	–	1.5%	25
2018 Q4	$2.63M	Hold	73,676	–	–	1.59%	22
2018 Q3	$2.79M	Hold	73,676	–	–	1.68%	21
2018 Q2	$2.77M	Hold	73,676	–	–	1.76%	18
2018 Q1	$2.78M	Hold	73,676	–	–	1.69%	20
2017 Q4	$2.8M	Hold	73,676	–	–	1.69%	20
2017 Q3	$2.8M	Sell	73,676 -42	-0.1%	-$1.58K	1.77%	19
2017 Q2	$2.75M	Hold	73,718	–	–	1.81%	20
2017 Q1	$2.68M	Hold	73,718	–	–	1.73%	19
2016 Q4	$2.6M	Hold	73,718	–	–	1.76%	20
2016 Q3	$2.66M	Hold	73,718	–	–	1.63%	20
2016 Q2	$2.6M	Sell	73,718 -7,000	-9%	-$245K	1.61%	21
2016 Q1	$2.81M	Buy	80,718 +42	+0.1%	+$1.41K	1.83%	19
2015 Q4	$2.75M	Buy	80,676 +59,006	+272%	+$2.04M	1.81%	19
2015 Q3	$733K	Hold	21,670	–	–	0.48%	57
2015 Q2	$763K	Hold	21,670	–	–	0.46%	59
2015 Q1	$772K	Hold	21,670	–	–	0.47%	60
2014 Q4	$762K	Hold	21,670	–	–	0.43%	60
2014 Q3	$757K	Hold	21,670	–	–	0.39%	64
2014 Q2	$774K	Buy	21,670 +2,880	+15%	+$101K	0.39%	62
2014 Q1	$654K	Buy	18,790 +10,715	+133%	+$368K	0.36%	59
2013 Q4	$277K	Buy	+8,075	New	+$274K	0.21%	70

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

Madden Advisory Services's AOM Position: Q1 2020 in Review

Madden Advisory Services sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2020, closing a stake of 70,305 shares — an estimated $2.82M sold.

Madden Advisory Services first reported a position in AOM in Q4 2013 and held it in 25 quarters. The position peaked at $2.86M in Q2 2019. 175 funds tracked by Wall St. Rank hold AOM as of Q1 2020.

Madden Advisory Services reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2020 after selling out during the quarter.
Madden Advisory Services sold 70,305 iShares Core Moderate Allocation ETF shares in Q1 2020, an estimated $2.82M.
Madden Advisory Services first reported a position in iShares Core Moderate Allocation ETF in Q4 2013 and held it in 25 quarters.
Madden Advisory Services's iShares Core Moderate Allocation ETF position peaked at $2.86M in Q2 2019.
175 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2020.

Based on Madden Advisory Services's 13F filing for Q1 2020, filed 11 May 2020.