Morton Brown Family Wealth’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Morton Brown Family Wealth’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 Q2	–	Sell	-522	Closed	-$22.1K	–	221
2024 Q1	$22.3K	Hold	522	–	–	0.01%	117
2023 Q4	$21.7K	Hold	522	–	–	0.01%	136
2023 Q3	$20.3K	Sell	522 -3,297	-86%	-$132K	0.01%	107
2023 Q2	$154K	Hold	3,819	–	–	0.08%	49
2023 Q1	$152K	Hold	3,819	–	–	0.09%	53
2022 Q4	$145K	Buy	3,819 +3,297	+632%	+$125K	0.1%	53
2022 Q3	$19K	Hold	522	–	–	0.02%	92
2022 Q2	$20K	Hold	522	–	–	0.02%	93
2022 Q1	$22K	Hold	522	–	–	0.02%	90
2021 Q4	$24K	Buy	+522	New	+$23.7K	0.02%	94

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

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

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

WFS

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

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

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

Morton Brown Family Wealth's AOM Position: Q2 2024 in Review

Morton Brown Family Wealth sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2024, closing a stake of 522 shares — an estimated $22.1K sold.

Morton Brown Family Wealth first reported a position in AOM in Q4 2021 and held it in 10 quarters. The position peaked at $154K in Q2 2023. 238 funds tracked by Wall St. Rank hold AOM as of Q2 2024.

Morton Brown Family Wealth reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2024 after selling out during the quarter.
Morton Brown Family Wealth sold 522 iShares Core Moderate Allocation ETF shares in Q2 2024, an estimated $22.1K.
Morton Brown Family Wealth first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and held it in 10 quarters.
Morton Brown Family Wealth's iShares Core Moderate Allocation ETF position peaked at $154K in Q2 2023.
238 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2024.

Based on Morton Brown Family Wealth's 13F filing for Q2 2024, filed 30 Jul 2024.