Princeton Global Asset Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Princeton Global Asset 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
2023 Q4	–	Sell	-58	Closed	-$2.26K	–	645
2023 Q3	$2.26K	Hold	58	–	–	﹤0.01%	512
2023 Q2	$2.34K	Hold	58	–	–	﹤0.01%	505
2023 Q1	$2.31K	Hold	58	–	–	﹤0.01%	516
2022 Q4	$2K	Hold	58	–	–	﹤0.01%	501
2022 Q3	$2K	Hold	58	–	–	﹤0.01%	494
2022 Q2	$2K	Hold	58	–	–	﹤0.01%	504
2022 Q1	$2K	Hold	58	–	–	﹤0.01%	535
2021 Q4	$3K	Hold	58	–	–	﹤0.01%	462
2021 Q3	$3K	Hold	58	–	–	﹤0.01%	461
2021 Q2	$3K	Hold	58	–	–	﹤0.01%	484
2021 Q1	$3K	Hold	58	–	–	﹤0.01%	444
2020 Q4	$3K	Buy	+58	New	+$2.44K	﹤0.01%	439

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

KCPG

Kavar Capital Partners Group Leawood, Kansas $798M AUM 20.93% 1-Year Est. Return

WFS

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

Princeton Global Asset Management's AOM Position: Q4 2023 in Review

Princeton Global Asset Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2023, closing a stake of 58 shares — an estimated $2.26K sold.

Princeton Global Asset Management first reported a position in AOM in Q4 2020 and held it in 12 quarters. The position peaked at $3K in Q4 2021. 253 funds tracked by Wall St. Rank hold AOM as of Q4 2023.

Princeton Global Asset Management reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2023 after selling out during the quarter.
Princeton Global Asset Management sold 58 iShares Core Moderate Allocation ETF shares in Q4 2023, an estimated $2.26K.
Princeton Global Asset Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and held it in 12 quarters.
Princeton Global Asset Management's iShares Core Moderate Allocation ETF position peaked at $3K in Q4 2021.
253 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2023.

Based on Princeton Global Asset Management's 13F filing for Q4 2023, filed 22 Jan 2024.