Simplicity Solutions’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Simplicity Solutions’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 Q1	–	Sell	-916,950	Closed	-$39.6M	–	503
2020 Q4	$39.6M	Buy	916,950 +903,001	+6,474%	+$38M	0.59%	37
2020 Q3	$573K	Sell	13,949 -1,190	-8%	-$48.8K	0.01%	601
2020 Q2	$604K	Buy	15,139 +1,327	+10%	+$51.2K	0.01%	594
2020 Q1	$507K	Sell	13,812 -47,522	-77%	-$1.86M	0.02%	480
2019 Q4	$2.46M	Sell	61,334 -144,971	-70%	-$5.74M	0.07%	207
2019 Q3	$8.11M	Buy	206,305 +195,621	+1,831%	+$7.62M	0.33%	51
2019 Q2	$417K	Sell	10,684 -7,859	-42%	-$301K	0.02%	406
2019 Q1	$706K	Buy	18,543 +826	+5%	+$30.6K	0.04%	318
2018 Q4	$632K	Buy	+17,717	New	+$646K	0.08%	263
2018 Q1	–	Sell	-7,665	Closed	-$292K	–	368
2017 Q4	$292K	Buy	+7,665	New	+$293K	0.03%	298

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

AWM

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

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

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

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

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

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

Simplicity Solutions's AOM Position: Q1 2021 in Review

Simplicity Solutions sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2021, closing a stake of 916,950 shares — an estimated $39.6M sold.

Simplicity Solutions first reported a position in AOM in Q4 2017 and held it in 10 quarters. The position peaked at $39.6M in Q4 2020. 221 funds tracked by Wall St. Rank hold AOM as of Q1 2021.

Simplicity Solutions reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 916,950 iShares Core Moderate Allocation ETF shares in Q1 2021, an estimated $39.6M.
Simplicity Solutions first reported a position in iShares Core Moderate Allocation ETF in Q4 2017 and held it in 10 quarters.
Simplicity Solutions's iShares Core Moderate Allocation ETF position peaked at $39.6M in Q4 2020.
221 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.