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AlTi Global’s iShares Core Moderate Allocation ETF AOM Stock Holding History

AlTi Global’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
2026
Q1 		$711K Sell
15,014
-181
-1% -$8.73K 0.02% 274
2025
Q4 		$725K Sell
15,195
-1,907
-11% -$91.2K 0.02% 271
2025
Q3 		$814K Sell
17,102
-602
-3% -$28K 0.02% 265
2025
Q2 		$815K Sell
17,704
-12,479
-41% -$551K 0.02% 255
2025
Q1 		$1.32M Sell
30,183
-40,950
-58% -$1.8M 0.03% 179
2024
Q4 		$3.09M Sell
71,133
-9,477
-12% -$420K 0.07% 119
2024
Q3 		$3.64M Sell
80,610
-34,527
-30% -$1.51M 0.09% 112
2024
Q2 		$4.95M Sell
115,137
-14,783
-11% -$626K 0.13% 82
2024
Q1 		$5.56M Sell
129,920
-23,653
-15% -$988K 0.15% 84
2023
Q4 		$6.37M Buy
+153,573
New +$6.09M 0.2% 69

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AlTi Global's AOM Position: Q1 2026 in Review

AlTi Global reduced its iShares Core Moderate Allocation ETF (AOM) stake by 1.2% in Q1 2026, selling an estimated $8.73K and leaving 15,014 shares worth $711K. The position accounts for 0.02% of the portfolio, ranked #274.

AlTi Global first reported a position in AOM in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.37M in Q4 2023. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • AlTi Global held 15,014 shares of iShares Core Moderate Allocation ETF worth $711K as of Q1 2026.
  • AlTi Global sold 181 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $8.73K.
  • iShares Core Moderate Allocation ETF made up 0.02% of AlTi Global's portfolio in Q1 2026, its #274 holding.
  • AlTi Global first reported a position in iShares Core Moderate Allocation ETF in Q4 2023 and has held it in 10 quarters since.
  • AlTi Global's iShares Core Moderate Allocation ETF position peaked at $6.37M in Q4 2023.
  • 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.