Evensky & Katz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-4,991
| Closed | -$237K | – | 73 |
|
|
2025
Q3 | $237K | Buy |
+4,991
| New | +$232K | 0.01% | 63 |
|
|
2022
Q1 | – | Sell |
-1,592
| Closed | -$72K | – | 76 |
|
|
2021
Q4 | $72K | Sell |
1,592
-2,073
| -57% | -$94K | 0.01% | 67 |
|
|
2021
Q3 | $164K | Buy |
+3,665
| New | +$166K | 0.02% | 58 |
|
|
2021
Q2 | – | Sell |
-810
| Closed | -$35K | – | 73 |
|
|
2021
Q1 | $35K | Buy |
810
+577
| +248% | +$25.1K | ﹤0.01% | 68 |
|
|
2020
Q4 | $10K | Buy |
233
+1
| +0.4% | +$42 | ﹤0.01% | 71 |
|
|
2020
Q3 | $10K | Sell |
232
-26,265
| -99% | -$1.08M | ﹤0.01% | 74 |
|
|
2020
Q2 | $1.06M | Buy |
26,497
+4,340
| +20% | +$167K | 0.15% | 42 |
|
|
2020
Q1 | $777K | Buy |
22,157
+21,000
| +1,815% | +$822K | 0.12% | 45 |
|
|
2019
Q4 | $46K | Sell |
1,157
-30,376
| -96% | -$1.2M | 0.01% | 84 |
|
|
2019
Q3 | $1.24M | Buy |
31,533
+15,212
| +93% | +$592K | 0.17% | 47 |
|
|
2019
Q2 | $637K | Sell |
16,321
-17,124
| -51% | -$655K | 0.09% | 58 |
|
|
2019
Q1 | $1.27M | Buy |
33,445
+26,720
| +397% | +$991K | 0.18% | 45 |
|
|
2018
Q4 | $239K | Sell |
6,725
-54,747
| -89% | -$2M | 0.04% | 52 |
|
|
2018
Q3 | $2.33M | Buy |
61,472
+40,014
| +186% | +$1.51M | 0.34% | 22 |
|
|
2018
Q2 | $805K | Buy |
21,458
+20,347
| +1,831% | +$766K | 0.14% | 34 |
|
|
2018
Q1 | $41K | Sell |
1,111
-4,756
| -81% | -$181K | 0.01% | 50 |
|
|
2017
Q4 | $223K | Sell |
5,867
-62,630
| -91% | -$2.4M | 0.04% | 35 |
|
|
2017
Q3 | $2.6M | Buy |
68,497
+51,118
| +294% | +$1.92M | 0.45% | 17 |
|
|
2017
Q2 | $647K | Buy |
17,379
+11,334
| +187% | +$418K | 0.12% | 30 |
|
|
2017
Q1 | $220K | Buy |
6,045
+5,671
| +1,516% | +$204K | 0.04% | 34 |
|
|
2016
Q4 | $13K | Sell |
374
-69,956
| -99% | -$2.47M | ﹤0.01% | 43 |
|
|
2016
Q3 | $2.54M | Buy |
70,330
+63,331
| +905% | +$2.27M | 0.51% | 17 |
|
|
2016
Q2 | $247K | Buy |
6,999
+2,258
| +48% | +$78.9K | 0.05% | 38 |
|
|
2016
Q1 | $165K | Sell |
4,741
-28,719
| -86% | -$967K | 0.04% | 40 |
|
|
2015
Q4 | $982K | Buy |
33,460
+15,203
| +83% | +$524K | 0.24% | 29 |
|
|
2015
Q3 | $618K | Buy |
18,257
+17,284
| +1,776% | +$597K | 0.17% | 33 |
|
|
2015
Q2 | $34K | Sell |
973
-4,041
| -81% | -$144K | 0.01% | 41 |
|
|
2015
Q1 | $179K | Buy |
5,014
+766
| +18% | +$27.1K | 0.05% | 39 |
|
|
2014
Q4 | $149K | Buy |
4,248
+3,995
| +1,579% | +$140K | 0.04% | 33 |
|
|
2014
Q3 | $9K | Buy |
+253
| New | +$8.94K | ﹤0.01% | 42 |
|
Other funds holding AOM
FIA
WFS
Evensky & Katz's AOM Position: Q4 2025 in Review
Evensky & Katz sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2025, closing a stake of 4,991 shares — an estimated $237K sold.
Evensky & Katz first reported a position in AOM in Q3 2014 and held it in 30 quarters. The position peaked at $2.6M in Q3 2017. 284 funds tracked by Wall St. Rank hold AOM as of Q4 2025.
- Evensky & Katz reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2025 after selling out during the quarter.
- Evensky & Katz sold 4,991 iShares Core Moderate Allocation ETF shares in Q4 2025, an estimated $237K.
- Evensky & Katz first reported a position in iShares Core Moderate Allocation ETF in Q3 2014 and held it in 30 quarters.
- Evensky & Katz's iShares Core Moderate Allocation ETF position peaked at $2.6M in Q3 2017.
- 284 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2025.
Based on Evensky & Katz's 13F filing for Q4 2025, filed 5 Feb 2026.