Voya Financial Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Voya Financial Advisors’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
2020 Q1	–	Sell	-5,157	Closed	-$206K	–	579
2019 Q4	$206K	Sell	5,157 -832	-14%	-$33K	0.01%	603
2019 Q3	$235K	Hold	5,989	–	–	0.01%	547
2019 Q2	$233K	Sell	5,989 -200	-3%	-$7.65K	0.01%	554
2019 Q1	$235K	Hold	6,189	–	–	0.01%	531
2018 Q4	$220K	Sell	6,189 -195	-3%	-$7.11K	0.01%	498
2018 Q3	$242K	Buy	6,384 +150	+2%	+$5.66K	0.01%	518
2018 Q2	$233K	Hold	6,234	–	–	0.02%	496
2018 Q1	$234K	Buy	6,234 +162	+3%	+$6.17K	0.02%	491
2017 Q4	$231K	Hold	6,072	–	–	0.01%	489
2017 Q3	$230K	Hold	6,072	–	–	0.02%	465
2017 Q2	$226K	Sell	6,072 -281	-4%	-$10.4K	0.02%	450
2017 Q1	$232K	Buy	+6,353	New	+$228K	0.02%	431

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Voya Financial Advisors's AOM Position: Q1 2020 in Review

Voya Financial Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2020, closing a stake of 5,157 shares — an estimated $206K sold.

Voya Financial Advisors first reported a position in AOM in Q1 2017 and held it in 12 quarters. The position peaked at $242K in Q3 2018. 175 funds tracked by Wall St. Rank hold AOM as of Q1 2020.

Voya Financial Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2020 after selling out during the quarter.
Voya Financial Advisors sold 5,157 iShares Core Moderate Allocation ETF shares in Q1 2020, an estimated $206K.
Voya Financial Advisors first reported a position in iShares Core Moderate Allocation ETF in Q1 2017 and held it in 12 quarters.
Voya Financial Advisors's iShares Core Moderate Allocation ETF position peaked at $242K in Q3 2018.
175 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2020.

Based on Voya Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.