Cardinal Point Capital Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Cardinal Point Capital Management’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	$222K	Sell	4,454 -130	-3%	-$6.39K	0.01%	277
2026 Q1	$217K	Hold	4,584	–	–	0.01%	273
2025 Q4	$219K	Hold	4,584	–	–	0.01%	245
2025 Q3	$217K	Buy	4,584 +200	+5%	+$9.29K	0.02%	252
2025 Q2	$202K	Buy	+4,384	New	+$194K	0.02%	233
2024 Q4	–	Sell	-4,479	Closed	-$202K	–	87
2024 Q3	$202K	Sell	4,479 -390	-8%	-$17.1K	0.03%	81
2024 Q2	$209K	Hold	4,869	–	–	0.04%	72
2024 Q1	$208K	Hold	4,869	–	–	0.04%	71
2023 Q4	$202K	Buy	+4,869	New	+$193K	0.05%	67

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

Cardinal Point Capital Management's AOM Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its iShares Core Moderate Allocation ETF (AOM) stake by 2.8% in Q2 2026, selling an estimated $6.39K and leaving 4,454 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #277.

Cardinal Point Capital Management first reported a position in AOM in Q4 2023 and has held it in 9 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Cardinal Point Capital Management held 4,454 shares of iShares Core Moderate Allocation ETF worth $222K as of Q2 2026.
Cardinal Point Capital Management sold 130 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $6.39K.
iShares Core Moderate Allocation ETF made up 0.01% of Cardinal Point Capital Management's portfolio in Q2 2026, its #277 holding.
Cardinal Point Capital Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2023 and has held it in 9 quarters since.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.