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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.7M Buy
2025
Q2
$4.52M Buy
2025
Q1
Sell
2024
Q4
$7.21M Buy
2024
Q2
Sell
2024
Q1
$376K Buy
2023
Q4
$345K Buy
2023
Q3
$289K Buy
2023
Q2
Sell
2023
Q1
$290K Buy
2022
Q4
$269K Sell
2022
Q3
$260K Sell
2022
Q2
$1.44M Buy