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Syntrinsic’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Syntrinsic’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
2024
Q3 		$386K Buy
8,946
+340
+4% +$14.9K 0.13% 29
2024
Q2 		$354K Sell
8,606
-251
-3% -$10.6K 0.12% 29
2024
Q1 		$363K Sell
8,857
-208
-2% -$8.69K 0.12% 26
2023
Q4 		$361K Buy
9,065
+126
+1% +$4.99K 0.12% 23
2023
Q3 		$335K Buy
+8,939
New +$357K 0.16% 21

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Syntrinsic's AOM Position: Q3 2024 in Review

Syntrinsic increased its iShares Core Moderate Allocation ETF (AOM) stake by 4% in Q3 2024, buying an estimated $14.9K and bringing the position to 8,946 shares worth $386K. The position accounts for 0.13% of the portfolio, ranked #29.

Syntrinsic first reported a position in AOM in Q3 2023 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold AOM as of Q3 2024.

  • Syntrinsic held 8,946 shares of iShares Core Moderate Allocation ETF worth $386K as of Q3 2024.
  • Syntrinsic bought 340 iShares Core Moderate Allocation ETF shares in Q3 2024, an estimated $14.9K.
  • iShares Core Moderate Allocation ETF made up 0.13% of Syntrinsic's portfolio in Q3 2024, its #29 holding.
  • Syntrinsic first reported a position in iShares Core Moderate Allocation ETF in Q3 2023 and has held it in 5 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2024.

Based on Syntrinsic's 13F filing for Q3 2024, filed 8 Oct 2024.