Brown Brothers Harriman & Co’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Brown Brothers Harriman & Co’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	$82.1K	Hold	1,645	–	–	﹤0.01%	1026
2026 Q1	$77.9K	Hold	1,645	–	–	﹤0.01%	980
2025 Q4	$78.5K	Hold	1,645	–	–	﹤0.01%	952
2025 Q3	$78.3K	Hold	1,645	–	–	﹤0.01%	922
2025 Q2	$75.7K	Buy	+1,645	New	+$72.7K	﹤0.01%	852
2022 Q1	–	Sell	-19	Closed	-$1K	–	1257
2021 Q4	$1K	Hold	19	–	–	﹤0.01%	1105
2021 Q3	$1K	Buy	+19	New	+$862	﹤0.01%	1103

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

Brown Brothers Harriman & Co's AOM Position: Q2 2026 in Review

Brown Brothers Harriman & Co held its iShares Core Moderate Allocation ETF (AOM) position steady in Q2 2026 at 1,645 shares worth $82.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Brown Brothers Harriman & Co first reported a position in AOM in Q3 2021 and has held it in 7 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Brown Brothers Harriman & Co held 1,645 shares of iShares Core Moderate Allocation ETF worth $82.1K as of Q2 2026.
Brown Brothers Harriman & Co left its iShares Core Moderate Allocation ETF share count unchanged in Q2 2026.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Brown Brothers Harriman & Co's portfolio in Q2 2026, its #1026 holding.
Brown Brothers Harriman & Co first reported a position in iShares Core Moderate Allocation ETF in Q3 2021 and has held it in 7 quarters since.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.