Estate Counselors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Estate Counselors’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
2025 Q4	–	Sell	-5,100	Closed	-$243K	–	91
2025 Q3	$243K	Sell	5,100 -225	-4%	-$10.5K	0.02%	86
2025 Q2	$245K	Hold	5,325	–	–	0.02%	81
2025 Q1	$234K	Sell	5,325 -830	-13%	-$36.5K	0.02%	90
2024 Q4	$267K	Sell	6,155 -565	-8%	-$25.1K	0.03%	92
2024 Q3	$303K	Sell	6,720 -300	-4%	-$13.2K	0.03%	100
2024 Q2	$302K	Sell	7,020 -130	-2%	-$5.51K	0.03%	103
2024 Q1	$306K	Buy	+7,150	New	+$299K	0.04%	105

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

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

FIA

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Estate Counselors's AOM Position: Q4 2025 in Review

Estate Counselors sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2025, closing a stake of 5,100 shares — an estimated $243K sold.

Estate Counselors first reported a position in AOM in Q1 2024 and held it in 7 quarters. The position peaked at $306K in Q1 2024. 284 funds tracked by Wall St. Rank hold AOM as of Q4 2025.

Estate Counselors reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2025 after selling out during the quarter.
Estate Counselors sold 5,100 iShares Core Moderate Allocation ETF shares in Q4 2025, an estimated $243K.
Estate Counselors first reported a position in iShares Core Moderate Allocation ETF in Q1 2024 and held it in 7 quarters.
Estate Counselors's iShares Core Moderate Allocation ETF position peaked at $306K in Q1 2024.
284 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2025.

Based on Estate Counselors's 13F filing for Q4 2025, filed 2 Feb 2026.