WPA
AOM icon

West Paces Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

West Paces 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
2025
Q2 		– Sell
-270
Closed -$11.8K – 219
2025
Q1 		$11.8K Hold
270
– – ﹤0.01% 333
2024
Q4 		$11.7K Hold
270
– – ﹤0.01% 333
2024
Q3 		$12.2K Hold
270
– – ﹤0.01% 334
2024
Q2 		$11.6K Hold
270
– – ﹤0.01% 335
2024
Q1 		$11.6K Hold
270
– – ﹤0.01% 351
2023
Q4 		$11.2K Sell
270
-180
-40% -$7.13K ﹤0.01% 351
2023
Q3 		$17.5K Sell
450
-865
-66% -$34.6K 0.01% 305
2023
Q2 		$53.1K Hold
1,315
– – 0.02% 217
2023
Q1 		$52.4K Hold
1,315
– – 0.02% 217
2022
Q4 		$50K Buy
+1,315
New +$49.9K 0.02% 220

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FIA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
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HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
WFS
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $798M AUM 20.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return