EH
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Equitable Holdings’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Equitable Holdings’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 		$839K Buy
17,642
+11,303
+178% +$545K 0.01% 1043
2025
Q4 		$303K Sell
6,339
-718
-10% -$34.3K ﹤0.01% 1325
2025
Q3 		$336K Hold
7,057
– – ﹤0.01% 1211
2025
Q2 		$325K Buy
7,057
+1,112
+19% +$49.1K ﹤0.01% 1166
2025
Q1 		$261K Buy
+5,945
New +$262K ﹤0.01% 1152

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Equitable Holdings's AOM Position: Q1 2026 in Review

Equitable Holdings increased its iShares Core Moderate Allocation ETF (AOM) stake by 178% in Q1 2026, buying an estimated $545K and bringing the position to 17,642 shares worth $839K. The position accounts for 0.01% of the portfolio, ranked #1043.

Equitable Holdings first reported a position in AOM in Q1 2025 and has held it in 5 quarters since. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Equitable Holdings held 17,642 shares of iShares Core Moderate Allocation ETF worth $839K as of Q1 2026.
  • Equitable Holdings bought 11,303 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $545K.
  • iShares Core Moderate Allocation ETF made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #1043 holding.
  • Equitable Holdings first reported a position in iShares Core Moderate Allocation ETF in Q1 2025 and has held it in 5 quarters since.
  • 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.