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

Merriman 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
2024
Q4 		$429K Sell
9,883
-1,305
-12% -$57.9K 0.02% 142
2024
Q3 		$505K Buy
11,188
+24
+0.2% +$1.05K 0.02% 145
2024
Q2 		$480K Sell
11,164
-229
-2% -$9.7K 0.02% 139
2024
Q1 		$487K Hold
11,393
– – 0.02% 136
2023
Q4 		$473K Sell
11,393
-1,572
-12% -$62.3K 0.02% 132
2023
Q3 		$505K Buy
12,965
+106
+0.8% +$4.24K 0.03% 117
2023
Q2 		$520K Hold
12,859
– – 0.03% 136
2023
Q1 		$513K Sell
12,859
-181
-1% -$7.11K 0.03% 127
2022
Q4 		$496K Buy
13,040
+4,668
+56% +$177K 0.03% 145
2022
Q3 		$306K Buy
+8,372
New +$328K 0.02% 131

Other funds holding AOM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.09B AUM 24.76% 1-Year Est. Return