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Stephens Consulting’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Stephens Consulting’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
-289
Closed -$12.4K – 546
2022
Q1 		$12.4K Hold
289
– – 0.01% 328
2021
Q4 		$13.1K Buy
+289
New +$13.1K 0.01% 356

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stephens Consulting's AOM Position: Q2 2022 in Review

Stephens Consulting sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2022, closing a stake of 289 shares — an estimated $12.4K sold.

Stephens Consulting first reported a position in AOM in Q4 2021 and held it in 2 quarters. The position peaked at $13.1K in Q4 2021. 229 funds tracked by Wall St. Rank hold AOM as of Q2 2022.

  • Stephens Consulting reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2022 after selling out during the quarter.
  • Stephens Consulting sold 289 iShares Core Moderate Allocation ETF shares in Q2 2022, an estimated $12.4K.
  • Stephens Consulting first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and held it in 2 quarters.
  • Stephens Consulting's iShares Core Moderate Allocation ETF position peaked at $13.1K in Q4 2021.
  • 229 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2022.

Based on Stephens Consulting's 13F filing for Q2 2022, filed 20 Jan 2023.