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NewSquare Capital’s iShares Core Moderate Allocation ETF AOM Stock Holding History

NewSquare Capital’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
2025
Q1 		– Sell
-2,880
Closed -$125K – 1167
2024
Q4 		$125K Buy
+2,880
New +$128K 0.01% 173
2023
Q4 		– Sell
-162
Closed -$6.31K – 500
2023
Q3 		$6.31K Buy
162
+51
+46% +$2.04K ﹤0.01% 356
2023
Q2 		$4.49K Buy
111
+10
+10% +$399 ﹤0.01% 434
2023
Q1 		$4.03K Buy
101
+31
+44% +$1.22K ﹤0.01% 476
2022
Q4 		$2.66K Buy
70
+41
+141% +$1.55K ﹤0.01% 447
2022
Q3 		$1K Buy
+29
New +$1.14K ﹤0.01% 368
2016
Q3 		– Sell
-325
Closed -$11K – 468
2016
Q2 		$11K Sell
325
-13,995
-98% -$489K ﹤0.01% 253
2016
Q1 		$498K Buy
14,320
+66
+0.5% +$2.22K 0.14% 105
2015
Q4 		$485K Buy
14,254
+885
+7% +$30.5K 0.14% 91
2015
Q3 		$453K Sell
13,369
-1,715
-11% -$59.2K 0.13% 86
2015
Q2 		$532K Sell
15,084
-3,075
-17% -$110K 0.16% 85
2015
Q1 		$647K Sell
18,159
-3,710
-17% -$131K 0.2% 68
2014
Q4 		$769K Sell
21,869
-3,832
-15% -$134K 0.26% 57
2014
Q3 		$897K Sell
25,701
-859
-3% -$30.4K 0.32% 61
2014
Q2 		$949K Sell
26,560
-2,520
-9% -$88.5K 0.34% 58
2014
Q1 		$1.01M Sell
29,080
-6,895
-19% -$237K 0.41% 56
2013
Q4 		$1.23M Buy
35,975
+310
+0.9% +$10.5K 0.6% 36
2013
Q3 		$1.19M Buy
35,665
+6,045
+20% +$199K 0.57% 37
2013
Q2 		$959K Buy
+29,620
New +$976K 0.47% 44

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
MFS
Madrid Financial Services Manhattan Beach, California $189M AUM 30.12% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewSquare Capital's AOM Position: Q1 2025 in Review

NewSquare Capital sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2025, closing a stake of 2,880 shares — an estimated $125K sold.

NewSquare Capital first reported a position in AOM in Q2 2013 and held it in 19 quarters. The position peaked at $1.23M in Q4 2013. 260 funds tracked by Wall St. Rank hold AOM as of Q1 2025.

  • NewSquare Capital reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • NewSquare Capital sold 2,880 iShares Core Moderate Allocation ETF shares in Q1 2025, an estimated $125K.
  • NewSquare Capital first reported a position in iShares Core Moderate Allocation ETF in Q2 2013 and held it in 19 quarters.
  • NewSquare Capital's iShares Core Moderate Allocation ETF position peaked at $1.23M in Q4 2013.
  • 260 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2025.

Based on NewSquare Capital's 13F filing for Q1 2025, filed 14 Apr 2025.