Tiedemann Trust’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q2
$40.1M Sell
1,135,320
-1,357
-0.1% -$47.9K 7.4% 4
2016
Q1
$39.6M Sell
1,136,677
-193,755
-15% -$6.74M 6.08% 5
2015
Q4
$45.3M Buy
+1,330,432
New +$45.3M 6.59% 3