EP Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

EP Wealth Advisors’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 Q1	$301K	Buy	+6,364	New	+$307K	﹤0.01%	1165

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EP Wealth Advisors's AOM Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q1 2026: 6,364 shares worth $301K. The stake represents ﹤0.01% of the portfolio and ranks #1165 among its holdings.

293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

EP Wealth Advisors held 6,364 shares of iShares Core Moderate Allocation ETF worth $301K as of Q1 2026.
iShares Core Moderate Allocation ETF was a new EP Wealth Advisors position in Q1 2026.
iShares Core Moderate Allocation ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1165 holding.
293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.