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

TCWP’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	-592	Closed	-$25K	–	338
2022 Q1	$25K	Buy	+592	New	+$25.8K	﹤0.01%	633

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

AAS

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

TCWP's AOM Position: Q2 2022 in Review

TCWP sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2022, closing a stake of 592 shares — an estimated $25K sold.

TCWP first reported a position in AOM in Q1 2022 and held it in 1 quarter. The position peaked at $25K in Q1 2022. 229 funds tracked by Wall St. Rank hold AOM as of Q2 2022.

TCWP reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 592 iShares Core Moderate Allocation ETF shares in Q2 2022, an estimated $25K.
TCWP first reported a position in iShares Core Moderate Allocation ETF in Q1 2022 and held it in 1 quarter.
TCWP's iShares Core Moderate Allocation ETF position peaked at $25K in Q1 2022.
229 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.