Main Street Financial Solutions’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Main Street Financial Solutions’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 Q3	–	Sell	-8,226	Closed	-$371K	–	446
2021 Q2	$371K	Buy	8,226 +70	+0.9%	+$3.12K	0.06%	307
2021 Q1	$355K	Sell	8,156 -388	-5%	-$16.9K	0.06%	285
2020 Q4	$369K	Buy	+8,544	New	+$360K	0.08%	252

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

AWM

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

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

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

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

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

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

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

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

Main Street Financial Solutions's AOM Position: Q3 2021 in Review

Main Street Financial Solutions sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2021, closing a stake of 8,226 shares — an estimated $371K sold.

Main Street Financial Solutions first reported a position in AOM in Q4 2020 and held it in 3 quarters. The position peaked at $371K in Q2 2021. 232 funds tracked by Wall St. Rank hold AOM as of Q3 2021.

Main Street Financial Solutions reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2021 after selling out during the quarter.
Main Street Financial Solutions sold 8,226 iShares Core Moderate Allocation ETF shares in Q3 2021, an estimated $371K.
Main Street Financial Solutions first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and held it in 3 quarters.
Main Street Financial Solutions's iShares Core Moderate Allocation ETF position peaked at $371K in Q2 2021.
232 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2021.

Based on Main Street Financial Solutions's 13F filing for Q3 2021, filed 15 Nov 2021.