Strategic Asset Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Strategic Asset 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
2022 Q3	$1K	Buy	29 +1	+4%	+$39	﹤0.01%	551
2022 Q2	$1K	Buy	28 +3	+12%	+$121	﹤0.01%	575
2022 Q1	$1K	Hold	25	–	–	﹤0.01%	512
2021 Q4	$1K	Hold	25	–	–	﹤0.01%	481
2021 Q3	$1K	Buy	+25	New	+$1.13K	﹤0.01%	445

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Asset Management's AOM Position: Q3 2022 in Review

Strategic Asset Management increased its iShares Core Moderate Allocation ETF (AOM) stake by 3.6% in Q3 2022, buying an estimated $39 and bringing the position to 29 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Strategic Asset Management first reported a position in AOM in Q3 2021 and has held it in 5 quarters since. 222 funds tracked by Wall St. Rank hold AOM as of Q3 2022.

Strategic Asset Management held 29 shares of iShares Core Moderate Allocation ETF worth $1K as of Q3 2022.
Strategic Asset Management bought 1 iShares Core Moderate Allocation ETF share in Q3 2022, an estimated $39.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Strategic Asset Management's portfolio in Q3 2022, its #551 holding.
Strategic Asset Management first reported a position in iShares Core Moderate Allocation ETF in Q3 2021 and has held it in 5 quarters since.
222 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.