Fort Point Capital Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Fort Point Capital Partners’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	$398K	Sell	8,412 -103	-1%	-$4.97K	0.05%	157
2025 Q4	$412K	Sell	8,515 -771	-8%	-$36.9K	0.05%	163
2025 Q3	$442K	Sell	9,286 -665	-7%	-$30.9K	0.05%	153
2025 Q2	$458K	Sell	9,951 -468	-4%	-$20.7K	0.03%	234
2025 Q1	$457K	Sell	10,419 -932	-8%	-$41K	0.05%	217
2024 Q4	$493K	Buy	+11,351	New	+$503K	0.05%	205
2020 Q4	–	Sell	-8,237	Closed	-$338K	–	152
2020 Q3	$338K	Buy	8,237 +692	+9%	+$28.4K	0.09%	98
2020 Q2	$301K	Hold	7,545	–	–	0.09%	100
2020 Q1	$277K	Buy	7,545 +721	+11%	+$28.2K	0.12%	84
2019 Q4	$274K	Buy	+6,824	New	+$270K	0.1%	108

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 $322M AUM 22.19% 1-Year Est. Return

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

Fort Point Capital Partners's AOM Position: Q1 2026 in Review

Fort Point Capital Partners reduced its iShares Core Moderate Allocation ETF (AOM) stake by 1.2% in Q1 2026, selling an estimated $4.97K and leaving 8,412 shares worth $398K. The position accounts for 0.05% of the portfolio, ranked #157.

Fort Point Capital Partners first reported a position in AOM in Q4 2019 and has held it in 10 quarters since. The position peaked at $493K in Q4 2024. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

Fort Point Capital Partners held 8,412 shares of iShares Core Moderate Allocation ETF worth $398K as of Q1 2026.
Fort Point Capital Partners sold 103 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $4.97K.
iShares Core Moderate Allocation ETF made up 0.05% of Fort Point Capital Partners's portfolio in Q1 2026, its #157 holding.
Fort Point Capital Partners first reported a position in iShares Core Moderate Allocation ETF in Q4 2019 and has held it in 10 quarters since.
Fort Point Capital Partners's iShares Core Moderate Allocation ETF position peaked at $493K in Q4 2024.
293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.