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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
Q2 		$280K Sell
5,616
-748
-12% -$36.7K ﹤0.01% 1330
2026
Q1 		$301K Buy
+6,364
New +$307K ﹤0.01% 1165

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

EP Wealth Advisors's AOM Position: Q2 2026 in Review

EP Wealth Advisors reduced its iShares Core Moderate Allocation ETF (AOM) stake by 12% in Q2 2026, selling an estimated $36.7K and leaving 5,616 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

EP Wealth Advisors first reported a position in AOM in Q1 2026 and has held it in 2 quarters since. The position peaked at $301K in Q1 2026. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • EP Wealth Advisors held 5,616 shares of iShares Core Moderate Allocation ETF worth $280K as of Q2 2026.
  • EP Wealth Advisors sold 748 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $36.7K.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1330 holding.
  • EP Wealth Advisors first reported a position in iShares Core Moderate Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • EP Wealth Advisors's iShares Core Moderate Allocation ETF position peaked at $301K in Q1 2026.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.