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TruNorth Capital Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

TruNorth Capital 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
2024
Q3 		– Sell
-180
Closed -$7.74K – 400
2024
Q2 		$7.74K Buy
+180
New +$7.62K ﹤0.01% 269

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIA
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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 $798M AUM 20.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TruNorth Capital Management's AOM Position: Q3 2024 in Review

TruNorth Capital Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2024, closing a stake of 180 shares — an estimated $7.74K sold.

TruNorth Capital Management first reported a position in AOM in Q2 2024 and held it in 1 quarter. The position peaked at $7.74K in Q2 2024. 235 funds tracked by Wall St. Rank hold AOM as of Q3 2024.

  • TruNorth Capital Management reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2024 after selling out during the quarter.
  • TruNorth Capital Management sold 180 iShares Core Moderate Allocation ETF shares in Q3 2024, an estimated $7.74K.
  • TruNorth Capital Management first reported a position in iShares Core Moderate Allocation ETF in Q2 2024 and held it in 1 quarter.
  • TruNorth Capital Management's iShares Core Moderate Allocation ETF position peaked at $7.74K in Q2 2024.
  • 235 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2024.

Based on TruNorth Capital Management's 13F filing for Q3 2024, filed 24 Oct 2024.