Verum Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Verum Partners’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
2023 Q4	–	Sell	-5,224	Closed	-$203K	–	143
2023 Q3	$203K	Buy	5,224 +35	+0.7%	+$1.4K	0.09%	131
2023 Q2	$210K	Buy	5,189 +23	+0.4%	+$918	0.19%	101
2023 Q1	$206K	Buy	+5,166	New	+$203K	0.22%	63

Other funds holding AOM

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

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

RJA

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

KCPG

Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Verum Partners's AOM Position: Q4 2023 in Review

Verum Partners sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2023, closing a stake of 5,224 shares — an estimated $203K sold.

Verum Partners first reported a position in AOM in Q1 2023 and held it in 3 quarters. The position peaked at $210K in Q2 2023. 253 funds tracked by Wall St. Rank hold AOM as of Q4 2023.

Verum Partners reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2023 after selling out during the quarter.
Verum Partners sold 5,224 iShares Core Moderate Allocation ETF shares in Q4 2023, an estimated $203K.
Verum Partners first reported a position in iShares Core Moderate Allocation ETF in Q1 2023 and held it in 3 quarters.
Verum Partners's iShares Core Moderate Allocation ETF position peaked at $210K in Q2 2023.
253 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2023.

Based on Verum Partners's 13F filing for Q4 2023, filed 18 Jan 2024.