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Consilium Wealth Advisory’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Consilium Wealth Advisory’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 		$3.59M Sell
71,955
-4,672
-6% -$230K 1.07% 23
2026
Q1 		$3.63M Sell
76,627
-15,580
-17% -$751K 1.24% 21
2025
Q4 		$4.4M Sell
92,207
-1,456
-2% -$69.6K 1.62% 18
2025
Q3 		$4.46M Buy
93,663
+697
+0.7% +$32.4K 1.72% 18
2025
Q2 		$4.28M Buy
92,966
+8,751
+10% +$387K 1.81% 16
2025
Q1 		$3.7M Sell
84,215
-13,889
-14% -$611K 1.85% 15
2024
Q4 		$4.26M Buy
98,104
+1,421
+1% +$63K 2.03% 16
2024
Q3 		$4.36M Sell
96,683
-227
-0.2% -$9.95K 2.38% 11
2024
Q2 		$4.17M Sell
96,910
-1,102
-1% -$46.7K 2.28% 13
2024
Q1 		$4.19M Sell
98,012
-34,694
-26% -$1.45M 2.36% 13
2023
Q4 		$5.51M Buy
132,706
+25,184
+23% +$998K 3.31% 9
2023
Q3 		$4.19M Buy
107,522
+16,491
+18% +$659K 2.93% 10
2023
Q2 		$3.68M Buy
91,031
+82,239
+935% +$3.28M 2.55% 12
2023
Q1 		$350K Hold
8,792
– – 0.3% 60
2022
Q4 		$334K Sell
8,792
-6,223
-41% -$236K 0.29% 61
2022
Q3 		$550K Buy
+15,015
New +$588K 0.61% 40
2022
Q2 		– Sell
-6,651
Closed -$286K – 73
2022
Q1 		$286K Buy
6,651
+1,256
+23% +$54.7K 0.2% 73
2021
Q4 		$245K Buy
+5,395
New +$245K 0.16% 82

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Consilium Wealth Advisory's AOM Position: Q2 2026 in Review

Consilium Wealth Advisory reduced its iShares Core Moderate Allocation ETF (AOM) stake by 6.1% in Q2 2026, selling an estimated $230K and leaving 71,955 shares worth $3.59M. The position accounts for 1.07% of the portfolio, ranked #23.

Consilium Wealth Advisory first reported a position in AOM in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.51M in Q4 2023. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Consilium Wealth Advisory held 71,955 shares of iShares Core Moderate Allocation ETF worth $3.59M as of Q2 2026.
  • Consilium Wealth Advisory sold 4,672 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $230K.
  • iShares Core Moderate Allocation ETF made up 1.07% of Consilium Wealth Advisory's portfolio in Q2 2026, its #23 holding.
  • Consilium Wealth Advisory first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and has held it in 18 quarters since.
  • Consilium Wealth Advisory's iShares Core Moderate Allocation ETF position peaked at $5.51M in Q4 2023.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.