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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WFS

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

MFS

Madrid Financial Services Manhattan Beach, California $189M AUM 30.12% 1-Year Est. Return

Merriman Wealth Management's AOM Position: Q4 2024 in Review

Merriman Wealth Management reduced its iShares Core Moderate Allocation ETF (AOM) stake by 12% in Q4 2024, selling an estimated $57.9K and leaving 9,883 shares worth $429K. The position accounts for 0.02% of the portfolio, ranked #142.

Merriman Wealth Management first reported a position in AOM in Q3 2022 and has held it in 10 quarters since. The position peaked at $520K in Q2 2023. 261 funds tracked by Wall St. Rank hold AOM as of Q4 2024.

Merriman Wealth Management held 9,883 shares of iShares Core Moderate Allocation ETF worth $429K as of Q4 2024.
Merriman Wealth Management sold 1,305 iShares Core Moderate Allocation ETF shares in Q4 2024, an estimated $57.9K.
iShares Core Moderate Allocation ETF made up 0.02% of Merriman Wealth Management's portfolio in Q4 2024, its #142 holding.
Merriman Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q3 2022 and has held it in 10 quarters since.
Merriman Wealth Management's iShares Core Moderate Allocation ETF position peaked at $520K in Q2 2023.
261 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.