Madrona Funds’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Madrona Funds’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
2019 Q3	$1.57M	Buy	+39,884	New	+$1.55M	1.15%	28

Other funds holding AOM

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

BlackRock New York $5.72T AUM 30.48% 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

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

SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

AEPG

American Economic Planning Group Warren, New Jersey $367M AUM 2.51% 1-Year Est. Return

Madrona Funds's AOM Position: Q3 2019 in Review

Madrona Funds opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q3 2019: 39,884 shares worth $1.57M. The stake represents 1.15% of the portfolio and ranks #28 among its holdings.

154 funds tracked by Wall St. Rank hold AOM as of Q3 2019.

Madrona Funds held 39,884 shares of iShares Core Moderate Allocation ETF worth $1.57M as of Q3 2019.
iShares Core Moderate Allocation ETF was a new Madrona Funds position in Q3 2019.
iShares Core Moderate Allocation ETF made up 1.15% of Madrona Funds's portfolio in Q3 2019, its #28 holding.
154 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2019.

Based on Madrona Funds's 13F filing for Q3 2019, filed 5 Nov 2019.