McCarthy Asset Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

McCarthy Asset 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
2022 Q2	–	Sell	-433	Closed	-$19K	–	52
2022 Q1	$19K	Hold	433	–	–	0.01%	141
2021 Q4	$20K	Buy	433 +4	+0.9%	+$181	0.01%	141
2021 Q3	$19K	Buy	429 +2	+0.5%	+$91	0.01%	144
2021 Q2	$19K	Sell	427 -2,272	-84%	-$101K	0.01%	166
2021 Q1	$118K	Buy	2,699 +3	+0.1%	+$131	0.09%	52
2020 Q4	$116K	Buy	+2,696	New	+$114K	0.1%	50

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

AAS

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

McCarthy Asset Management's AOM Position: Q2 2022 in Review

McCarthy Asset Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2022, closing a stake of 433 shares — an estimated $19K sold.

McCarthy Asset Management first reported a position in AOM in Q4 2020 and held it in 6 quarters. The position peaked at $118K in Q1 2021. 229 funds tracked by Wall St. Rank hold AOM as of Q2 2022.

McCarthy Asset Management reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 433 iShares Core Moderate Allocation ETF shares in Q2 2022, an estimated $19K.
McCarthy Asset Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's iShares Core Moderate Allocation ETF position peaked at $118K in Q1 2021.
229 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.