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

Manchester Financial’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
2022 Q3	–	Sell	-9,100	Closed	-$355K	–	98
2022 Q2	$355K	Hold	9,100	–	–	0.14%	65
2022 Q1	$391K	Buy	+9,100	New	+$396K	0.14%	61
2021 Q1	–	Sell	-15	Closed	-$1K	–	698
2020 Q4	$1K	Hold	15	–	–	﹤0.01%	562
2020 Q3	$1K	Buy	+15	New	+$615	﹤0.01%	508

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

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

Manchester Financial's AOM Position: Q3 2022 in Review

Manchester Financial sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2022, closing a stake of 9,100 shares — an estimated $355K sold.

Manchester Financial first reported a position in AOM in Q3 2020 and held it in 4 quarters. The position peaked at $391K in Q1 2022. 222 funds tracked by Wall St. Rank hold AOM as of Q3 2022.

Manchester Financial reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2022 after selling out during the quarter.
Manchester Financial sold 9,100 iShares Core Moderate Allocation ETF shares in Q3 2022, an estimated $355K.
Manchester Financial first reported a position in iShares Core Moderate Allocation ETF in Q3 2020 and held it in 4 quarters.
Manchester Financial's iShares Core Moderate Allocation ETF position peaked at $391K in Q1 2022.
222 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2022.

Based on Manchester Financial's 13F filing for Q3 2022, filed 14 Nov 2022.