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

Rain Capital 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 Q3	–	Sell	-80	Closed	-$3.25K	–	91
2023 Q2	$3.25K	Hold	80	–	–	﹤0.01%	88
2023 Q1	$3.19K	Buy	80 +1	+1%	+$39	﹤0.01%	98
2022 Q4	$3.02K	Hold	79	–	–	﹤0.01%	88
2022 Q3	$3K	Buy	79 +1	+1%	+$39	﹤0.01%	64
2022 Q2	$3K	Hold	78	–	–	﹤0.01%	54
2022 Q1	$3K	Hold	78	–	–	﹤0.01%	44
2021 Q4	$4K	Hold	78	–	–	﹤0.01%	44
2021 Q3	$3K	Buy	78 +1	+1%	+$45	﹤0.01%	43
2021 Q2	$3K	Hold	77	–	–	﹤0.01%	46
2021 Q1	$3K	Hold	77	–	–	﹤0.01%	47
2020 Q4	$3K	Buy	77 +1	+1%	+$42	﹤0.01%	34
2020 Q3	$3K	Sell	76 -4	-5%	-$164	﹤0.01%	34
2020 Q2	$3K	Buy	80 +1	+1%	+$39	﹤0.01%	34
2020 Q1	$3K	Hold	79	–	–	﹤0.01%	29
2019 Q4	$3K	Buy	79 +1	+1%	+$40	﹤0.01%	30
2019 Q3	$3K	Buy	+78	New	+$3.04K	﹤0.01%	30
2016 Q3	$2.02K	Buy	56 +7	+14%	+$251	﹤0.01%	20
2016 Q2	$1.76K	Buy	49 +7	+17%	+$245	﹤0.01%	21
2016 Q1	$1.48K	Buy	42 +30	+250%	+$1.01K	﹤0.01%	17
2015 Q4	$437	Buy	+12	New	+$414	﹤0.01%	17

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 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

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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

WFS

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

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

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

Rain Capital Management's AOM Position: Q3 2023 in Review

Rain Capital Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2023, closing a stake of 80 shares — an estimated $3.25K sold.

Rain Capital Management first reported a position in AOM in Q4 2015 and held it in 20 quarters. The position peaked at $4K in Q4 2021. 229 funds tracked by Wall St. Rank hold AOM as of Q3 2023.

Rain Capital Management reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2023 after selling out during the quarter.
Rain Capital Management sold 80 iShares Core Moderate Allocation ETF shares in Q3 2023, an estimated $3.25K.
Rain Capital Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2015 and held it in 20 quarters.
Rain Capital Management's iShares Core Moderate Allocation ETF position peaked at $4K in Q4 2021.
229 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2023.

Based on Rain Capital Management's 13F filing for Q3 2023, filed 13 Nov 2023.