Means Investment Company’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Means Investment Company’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 Q2	–	Sell	-5,456	Closed	-$217K	–	197
2023 Q1	$217K	Sell	5,456 -16	-0.3%	-$629	0.04%	185
2022 Q4	$208K	Sell	5,472 -1	-0%	-$38	0.04%	187
2022 Q3	$200K	Buy	5,473 +130	+2%	+$5.09K	0.04%	184
2022 Q2	$208K	Sell	5,343 -7	-0.1%	-$283	0.04%	183
2022 Q1	$230K	Sell	5,350 -2,321	-30%	-$101K	0.04%	178
2021 Q4	$349K	Sell	7,671 -1,411	-16%	-$64K	0.06%	145
2021 Q3	$406K	Sell	9,082 -550	-6%	-$24.9K	0.08%	127
2021 Q2	$434K	Sell	9,632 -2,429	-20%	-$108K	0.09%	123
2021 Q1	$525K	Sell	12,061 -67	-0.6%	-$2.92K	0.12%	103
2020 Q4	$534K	Buy	12,128 +31	+0.3%	+$1.3K	0.12%	97
2020 Q3	$505K	Buy	12,097 +1,732	+17%	+$71K	0.14%	89
2020 Q2	$426K	Buy	10,365 +1,716	+20%	+$66.2K	0.13%	91
2020 Q1	$326K	Sell	8,649 -2,518	-23%	-$98.6K	0.13%	94
2019 Q4	$454K	Sell	11,167 -722	-6%	-$28.6K	0.15%	89
2019 Q3	$472K	Sell	11,889 -332	-3%	-$12.9K	0.18%	87
2019 Q2	$474K	Buy	12,221 +185	+2%	+$7.08K	0.19%	83
2019 Q1	$458K	Sell	12,036 -1,670	-12%	-$61.9K	0.2%	82
2018 Q4	$489K	Buy	+13,706	New	+$500K	0.27%	78

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Means Investment Company's AOM Position: Q2 2023 in Review

Means Investment Company sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2023, closing a stake of 5,456 shares — an estimated $217K sold.

Means Investment Company first reported a position in AOM in Q4 2018 and held it in 18 quarters. The position peaked at $534K in Q4 2020. 217 funds tracked by Wall St. Rank hold AOM as of Q2 2023.

Means Investment Company reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2023 after selling out during the quarter.
Means Investment Company sold 5,456 iShares Core Moderate Allocation ETF shares in Q2 2023, an estimated $217K.
Means Investment Company first reported a position in iShares Core Moderate Allocation ETF in Q4 2018 and held it in 18 quarters.
Means Investment Company's iShares Core Moderate Allocation ETF position peaked at $534K in Q4 2020.
217 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2023.

Based on Means Investment Company's 13F filing for Q2 2023, filed 31 Jul 2023.