Mid Atlantic Financial Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$822K	Sell	18,371 -1,435	-7%	-$65.1K	0.06%	307
2021 Q2	$892K	Sell	19,806 -249	-1%	-$11.1K	0.06%	282
2021 Q1	$873K	Buy	20,055 +689	+4%	+$30K	0.06%	274
2020 Q4	$837K	Buy	19,366 +3,622	+23%	+$152K	0.06%	265
2020 Q3	$661K	Buy	15,744 +2,514	+19%	+$103K	0.06%	299
2020 Q2	$527K	Sell	13,230 -1,000	-7%	-$38.6K	0.05%	319
2020 Q1	$523K	Buy	14,230 +5,384	+61%	+$211K	0.06%	292
2019 Q4	$355K	Buy	+8,846	New	+$350K	0.03%	480

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

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

Mid Atlantic Financial Management's AOM Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its iShares Core Moderate Allocation ETF (AOM) stake by 7.2% in Q3 2021, selling an estimated $65.1K and leaving 18,371 shares worth $822K. The position accounts for 0.06% of the portfolio, ranked #307.

Mid Atlantic Financial Management first reported a position in AOM in Q4 2019 and has held it in 8 quarters since. The position peaked at $892K in Q2 2021. 232 funds tracked by Wall St. Rank hold AOM as of Q3 2021.

Mid Atlantic Financial Management held 18,371 shares of iShares Core Moderate Allocation ETF worth $822K as of Q3 2021.
Mid Atlantic Financial Management sold 1,435 iShares Core Moderate Allocation ETF shares in Q3 2021, an estimated $65.1K.
iShares Core Moderate Allocation ETF made up 0.06% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #307 holding.
Mid Atlantic Financial Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2019 and has held it in 8 quarters since.
Mid Atlantic Financial Management's iShares Core Moderate Allocation ETF position peaked at $892K in Q2 2021.
232 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.