Efficient Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $253K | Sell |
5,340
-1,981
| -27% | -$95.5K | 0.02% | 57 |
|
|
2025
Q4 | $349K | Sell |
7,321
-290
| -4% | -$13.9K | 0.02% | 54 |
|
|
2025
Q3 | $362K | Buy |
+7,611
| New | +$354K | 0.02% | 53 |
|
|
2023
Q1 | – | Sell |
-5,308
| Closed | -$202K | – | 71 |
|
|
2022
Q4 | $202K | Buy |
+5,308
| New | +$201K | 0.02% | 65 |
|
|
2022
Q3 | – | Sell |
-5,842
| Closed | -$228K | – | 66 |
|
|
2022
Q2 | $228K | Sell |
5,842
-2,025
| -26% | -$81.8K | 0.02% | 59 |
|
|
2022
Q1 | $338K | Sell |
7,867
-942
| -11% | -$41K | 0.03% | 51 |
|
|
2021
Q4 | $401K | Sell |
8,809
-1,453
| -14% | -$65.9K | 0.03% | 53 |
|
|
2021
Q3 | $459K | Sell |
10,262
-1,795
| -15% | -$81.4K | 0.04% | 52 |
|
|
2021
Q2 | $543K | Sell |
12,057
-2,429
| -17% | -$108K | 0.07% | 51 |
|
|
2021
Q1 | $631K | Sell |
14,486
-3,565
| -20% | -$155K | 0.09% | 50 |
|
|
2020
Q4 | $780K | Sell |
18,051
-744
| -4% | -$31.3K | 0.12% | 51 |
|
|
2020
Q3 | $772K | Buy |
18,795
+1,400
| +8% | +$57.4K | 0.14% | 38 |
|
|
2020
Q2 | $694K | Sell |
17,395
-1,246
| -7% | -$48.1K | 0.13% | 39 |
|
|
2020
Q1 | $685K | Buy |
18,641
+437
| +2% | +$17.1K | 0.14% | 39 |
|
|
2019
Q4 | $731K | Sell |
18,204
-1,102
| -6% | -$43.6K | 0.13% | 43 |
|
|
2019
Q3 | $759K | Sell |
19,306
-2,046
| -10% | -$79.7K | 0.14% | 41 |
|
|
2019
Q2 | $833K | Sell |
21,352
-202
| -0.9% | -$7.73K | 0.15% | 39 |
|
|
2019
Q1 | $820K | Buy |
21,554
+879
| +4% | +$32.6K | 0.14% | 39 |
|
|
2018
Q4 | $738K | Sell |
20,675
-1,115
| -5% | -$40.7K | 0.14% | 39 |
|
|
2018
Q3 | $826K | Sell |
21,790
-438
| -2% | -$16.5K | 0.14% | 38 |
|
|
2018
Q2 | $834K | Buy |
22,228
+210
| +1% | +$7.9K | 0.14% | 37 |
|
|
2018
Q1 | $832K | Sell |
22,018
-1,823
| -8% | -$69.5K | 0.14% | 38 |
|
|
2017
Q4 | $907K | Sell |
23,841
-629
| -3% | -$24.1K | 0.15% | 37 |
|
|
2017
Q3 | $929K | Sell |
24,470
-1,276
| -5% | -$47.9K | 0.16% | 36 |
|
|
2017
Q2 | $960K | Sell |
25,746
-1,170
| -4% | -$43.2K | 0.14% | 45 |
|
|
2017
Q1 | $978K | Buy |
26,916
+970
| +4% | +$34.8K | 0.14% | 45 |
|
|
2016
Q4 | $914K | Sell |
25,946
-5
| -0% | -$177 | 0.13% | 46 |
|
|
2016
Q3 | $937K | Sell |
25,951
-248
| -0.9% | -$8.88K | 0.14% | 47 |
|
|
2016
Q2 | $925K | Buy |
26,199
+1,125
| +4% | +$39.3K | 0.15% | 51 |
|
|
2016
Q1 | $873K | Buy |
25,074
+119
| +0.5% | +$4K | 0.16% | 46 |
|
|
2015
Q4 | $850K | Buy |
24,955
+429
| +2% | +$14.8K | 0.19% | 32 |
|
|
2015
Q3 | $830K | Buy |
24,526
+119
| +0.5% | +$4.11K | 0.19% | 31 |
|
|
2015
Q2 | $860K | Buy |
24,407
+40
| +0.2% | +$1.43K | 0.18% | 31 |
|
|
2015
Q1 | $868K | Sell |
24,367
-371
| -1% | -$13.1K | 0.18% | 30 |
|
|
2014
Q4 | $870K | Sell |
24,738
-409
| -2% | -$14.3K | 0.2% | 28 |
|
|
2014
Q3 | $878K | Buy |
25,147
+35
| +0.1% | +$1.24K | 0.2% | 24 |
|
|
2014
Q2 | $897K | Buy |
25,112
+406
| +2% | +$14.3K | 0.2% | 24 |
|
|
2014
Q1 | $860K | Sell |
24,706
-2,014
| -8% | -$69.2K | 0.21% | 19 |
|
|
2013
Q4 | $917K | Buy |
26,720
+868
| +3% | +$29.4K | 0.22% | 20 |
|
|
2013
Q3 | $862K | Buy |
25,852
+1,150
| +5% | +$37.9K | 0.22% | 21 |
|
|
2013
Q2 | $800K | Buy |
+24,702
| New | +$814K | 0.22% | 20 |
|
Other funds holding AOM
FIA
WFS
AA
Efficient Advisors's AOM Position: Q1 2026 in Review
Efficient Advisors reduced its iShares Core Moderate Allocation ETF (AOM) stake by 27% in Q1 2026, selling an estimated $95.5K and leaving 5,340 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #57.
Efficient Advisors first reported a position in AOM in Q2 2013 and has held it in 41 quarters since. The position peaked at $978K in Q1 2017. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.
- Efficient Advisors held 5,340 shares of iShares Core Moderate Allocation ETF worth $253K as of Q1 2026.
- Efficient Advisors sold 1,981 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $95.5K.
- iShares Core Moderate Allocation ETF made up 0.02% of Efficient Advisors's portfolio in Q1 2026, its #57 holding.
- Efficient Advisors first reported a position in iShares Core Moderate Allocation ETF in Q2 2013 and has held it in 41 quarters since.
- Efficient Advisors's iShares Core Moderate Allocation ETF position peaked at $978K in Q1 2017.
- 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.
Based on Efficient Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.