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

Private Capital Group’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
2022 Q2	–	Sell	-86	Closed	-$4K	–	1892
2022 Q1	$4K	Hold	86	–	–	﹤0.01%	1574
2021 Q4	$4K	Hold	86	–	–	﹤0.01%	1586
2021 Q3	$4K	Hold	86	–	–	﹤0.01%	1628
2021 Q2	$4K	Hold	86	–	–	﹤0.01%	1606
2021 Q1	$4K	Hold	86	–	–	﹤0.01%	1553
2020 Q4	$4K	Hold	86	–	–	﹤0.01%	1590
2020 Q3	$4K	Hold	86	–	–	﹤0.01%	1538
2020 Q2	$3K	Hold	86	–	–	﹤0.01%	1591
2020 Q1	$3K	Hold	86	–	–	﹤0.01%	1585
2019 Q4	$3K	Hold	86	–	–	﹤0.01%	1598
2019 Q3	$3K	Hold	86	–	–	﹤0.01%	1785
2019 Q2	$3K	Hold	86	–	–	﹤0.01%	1785
2019 Q1	$3K	Hold	86	–	–	﹤0.01%	1780
2018 Q4	$3K	Hold	86	–	–	﹤0.01%	1747
2018 Q3	$3K	Hold	86	–	–	﹤0.01%	1824
2018 Q2	$3K	Hold	86	–	–	﹤0.01%	1773
2018 Q1	$3K	Hold	86	–	–	﹤0.01%	1732
2017 Q4	$3K	Buy	+86	New	+$3.29K	﹤0.01%	1746

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Private Capital Group's AOM Position: Q2 2022 in Review

Private Capital Group sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2022, closing a stake of 86 shares — an estimated $4K sold.

Private Capital Group first reported a position in AOM in Q4 2017 and held it in 18 quarters. The position peaked at $4K in Q1 2022. 229 funds tracked by Wall St. Rank hold AOM as of Q2 2022.

Private Capital Group reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2022 after selling out during the quarter.
Private Capital Group sold 86 iShares Core Moderate Allocation ETF shares in Q2 2022, an estimated $4K.
Private Capital Group first reported a position in iShares Core Moderate Allocation ETF in Q4 2017 and held it in 18 quarters.
Private Capital Group's iShares Core Moderate Allocation ETF position peaked at $4K in Q1 2022.
229 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.