American Trust’s iShares Core Moderate Allocation ETF AOM Stock Holding History

American Trust’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	$1.12M	Sell	23,589 -1,976	-8%	-$95.3K	0.1%	102
2025 Q4	$1.22M	Sell	25,565 -73,133	-74%	-$3.5M	0.1%	106
2025 Q3	$4.7M	Buy	98,698 +613	+0.6%	+$28.5K	0.4%	40
2025 Q2	$4.52M	Buy	+98,085	New	+$4.33M	0.43%	37
2025 Q1	–	Sell	-165,906	Closed	-$7.21M	–	131
2024 Q4	$7.21M	Buy	+165,906	New	+$7.36M	0.55%	27
2024 Q2	–	Sell	-8,786	Closed	-$376K	–	248
2024 Q1	$376K	Buy	8,786 +480	+6%	+$20.1K	0.03%	169
2023 Q4	$345K	Buy	8,306 +872	+12%	+$34.6K	0.03%	187
2023 Q3	$289K	Buy	+7,434	New	+$297K	0.02%	214
2023 Q2	–	Sell	-7,244	Closed	-$290K	–	422
2023 Q1	$290K	Buy	7,244 +156	+2%	+$6.13K	0.02%	316
2022 Q4	$269K	Sell	7,088 -19	-0.3%	-$720	0.03%	328
2022 Q3	$260K	Sell	7,107 -29,871	-81%	-$1.17M	0.02%	320
2022 Q2	$1.44M	Buy	+36,978	New	+$1.49M	0.12%	113

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

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 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

AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Trust's AOM Position: Q1 2026 in Review

American Trust reduced its iShares Core Moderate Allocation ETF (AOM) stake by 7.7% in Q1 2026, selling an estimated $95.3K and leaving 23,589 shares worth $1.12M. The position accounts for 0.1% of the portfolio, ranked #102.

American Trust first reported a position in AOM in Q2 2022 and has held it in 12 quarters since. The position peaked at $7.21M in Q4 2024. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

American Trust held 23,589 shares of iShares Core Moderate Allocation ETF worth $1.12M as of Q1 2026.
American Trust sold 1,976 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $95.3K.
iShares Core Moderate Allocation ETF made up 0.1% of American Trust's portfolio in Q1 2026, its #102 holding.
American Trust first reported a position in iShares Core Moderate Allocation ETF in Q2 2022 and has held it in 12 quarters since.
American Trust's iShares Core Moderate Allocation ETF position peaked at $7.21M in Q4 2024.
292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.