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McElhenny Sheffield Capital Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-62
Closed -$2.36K – 119
2022
Q4 		$2.36K Buy
+62
New +$2.35K ﹤0.01% 483

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

McElhenny Sheffield Capital Management's AOM Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2023, closing a stake of 62 shares — an estimated $2.36K sold.

McElhenny Sheffield Capital Management first reported a position in AOM in Q4 2022 and held it in 1 quarter. The position peaked at $2.36K in Q4 2022. 226 funds tracked by Wall St. Rank hold AOM as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 62 iShares Core Moderate Allocation ETF shares in Q1 2023, an estimated $2.36K.
  • McElhenny Sheffield Capital Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's iShares Core Moderate Allocation ETF position peaked at $2.36K in Q4 2022.
  • 226 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.