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 Q2	$749K	Sell	15,013 -1	-0%	-$49	0.02%	308
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 New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WFS

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AlTi Global's AOM Position: Q2 2026 in Review

AlTi Global reduced its iShares Core Moderate Allocation ETF (AOM) stake by 0.01% in Q2 2026, selling an estimated $49 and leaving 15,013 shares worth $749K. The position accounts for 0.02% of the portfolio, ranked #308.

AlTi Global first reported a position in AOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.37M in Q4 2023. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

AlTi Global held 15,013 shares of iShares Core Moderate Allocation ETF worth $749K as of Q2 2026.
AlTi Global sold 1 iShares Core Moderate Allocation ETF share in Q2 2026, an estimated $49.
iShares Core Moderate Allocation ETF made up 0.02% of AlTi Global's portfolio in Q2 2026, its #308 holding.
AlTi Global first reported a position in iShares Core Moderate Allocation ETF in Q4 2023 and has held it in 11 quarters since.
AlTi Global's iShares Core Moderate Allocation ETF position peaked at $6.37M in Q4 2023.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.