McAdam LLC’s iShares Core Moderate Allocation ETF AOM Stock Holding History

McAdam LLC’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
2018 Q4	–	Sell	-4	Closed	–	–	92
2018 Q3	$0	Buy	+4	New	+$151	﹤0.01%	660

Other funds holding AOM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return

RJA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

McAdam LLC's AOM Position: Q4 2018 in Review

McAdam LLC sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2018, closing a stake of 4 shares.

McAdam LLC first reported a position in AOM in Q3 2018 and held it in 1 quarter. The position peaked at $0 in Q3 2018. 158 funds tracked by Wall St. Rank hold AOM as of Q4 2018.

McAdam LLC reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 4 iShares Core Moderate Allocation ETF shares in Q4 2018.
McAdam LLC first reported a position in iShares Core Moderate Allocation ETF in Q3 2018 and held it in 1 quarter.
McAdam LLC's iShares Core Moderate Allocation ETF position peaked at $0 in Q3 2018.
158 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.