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Personal Wealth Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Personal Wealth Partners’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 		– Sell
-157
Closed -$7K – 96
2021
Q2 		$7K Buy
+157
New +$7K ﹤0.01% 296
2020
Q1 		– Sell
-1,177
Closed -$47K – 93
2019
Q4 		$47K Sell
1,177
-947
-45% -$37.5K 0.02% 146
2019
Q3 		$83K Buy
+2,124
New +$82.7K 0.04% 112

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 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 $530B AUM 22.01% 1-Year Est. Return

Personal Wealth Partners's AOM Position: Q3 2021 in Review

Personal Wealth Partners sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2021, closing a stake of 157 shares — an estimated $7K sold.

Personal Wealth Partners first reported a position in AOM in Q3 2019 and held it in 3 quarters. The position peaked at $83K in Q3 2019. 232 funds tracked by Wall St. Rank hold AOM as of Q3 2021.

  • Personal Wealth Partners reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 157 iShares Core Moderate Allocation ETF shares in Q3 2021, an estimated $7K.
  • Personal Wealth Partners first reported a position in iShares Core Moderate Allocation ETF in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's iShares Core Moderate Allocation ETF position peaked at $83K in Q3 2019.
  • 232 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.