Professional Financial Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Professional Financial Advisors’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 Q4	–	Sell	-3,463	Closed	-$127K	–	96
2022 Q3	$127K	Buy	3,463 +133	+4%	+$5.21K	0.08%	89
2022 Q2	$130K	Sell	3,330 -2	-0.1%	-$81	0.07%	94
2022 Q1	$143K	Sell	3,332 -18	-0.5%	-$784	0.06%	89
2021 Q4	$152K	Buy	3,350 +26	+0.8%	+$1.18K	0.07%	111
2021 Q3	$149K	Sell	3,324 -87	-3%	-$3.95K	0.09%	94
2021 Q2	$154K	Buy	3,411 +8	+0.2%	+$356	0.08%	98
2021 Q1	$148K	Buy	3,403 +601	+21%	+$26.2K	0.09%	93
2020 Q4	$121K	Buy	2,802 +884	+46%	+$37.2K	0.1%	91
2020 Q3	$78K	Buy	+1,918	New	+$78.6K	0.07%	105

Other funds holding AOM

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

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

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

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

RJA

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

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

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

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

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

Professional Financial Advisors's AOM Position: Q4 2022 in Review

Professional Financial Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2022, closing a stake of 3,463 shares — an estimated $127K sold.

Professional Financial Advisors first reported a position in AOM in Q3 2020 and held it in 9 quarters. The position peaked at $154K in Q2 2021. 249 funds tracked by Wall St. Rank hold AOM as of Q4 2022.

Professional Financial Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 3,463 iShares Core Moderate Allocation ETF shares in Q4 2022, an estimated $127K.
Professional Financial Advisors first reported a position in iShares Core Moderate Allocation ETF in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's iShares Core Moderate Allocation ETF position peaked at $154K in Q2 2021.
249 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.