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

MBE 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
2020
Q2 		– Sell
-668
Closed -$24K – 72
2020
Q1 		$24K Buy
+668
New +$26.2K 0.02% 194

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

MBE Wealth Management's AOM Position: Q2 2020 in Review

MBE Wealth Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2020, closing a stake of 668 shares — an estimated $24K sold.

MBE Wealth Management first reported a position in AOM in Q1 2020 and held it in 1 quarter. The position peaked at $24K in Q1 2020. 179 funds tracked by Wall St. Rank hold AOM as of Q2 2020.

  • MBE Wealth Management reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 668 iShares Core Moderate Allocation ETF shares in Q2 2020, an estimated $24K.
  • MBE Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's iShares Core Moderate Allocation ETF position peaked at $24K in Q1 2020.
  • 179 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.