Franklin Resources
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Franklin Resources’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Franklin Resources’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
Q3 		– Sell
-1,163
Closed -$53.5K – 3138
2025
Q2 		$53.5K Buy
+1,163
New +$51.4K ﹤0.01% 2902
2023
Q1 		– Sell
-1,265,188
Closed -$48.1M – 2314
2022
Q4 		$48.1M Buy
+1,265,188
New +$48M 0.03% 541
2022
Q3 		– Sell
-62,723
Closed -$2.44M – 2307
2022
Q2 		$2.44M Buy
+62,723
New +$2.53M ﹤0.01% 1298

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
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources's AOM Position: Q3 2025 in Review

Franklin Resources sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2025, closing a stake of 1,163 shares — an estimated $53.5K sold.

Franklin Resources first reported a position in AOM in Q2 2022 and held it in 3 quarters. The position peaked at $48.1M in Q4 2022. 263 funds tracked by Wall St. Rank hold AOM as of Q3 2025.

  • Franklin Resources reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2025 after selling out during the quarter.
  • Franklin Resources sold 1,163 iShares Core Moderate Allocation ETF shares in Q3 2025, an estimated $53.5K.
  • Franklin Resources first reported a position in iShares Core Moderate Allocation ETF in Q2 2022 and held it in 3 quarters.
  • Franklin Resources's iShares Core Moderate Allocation ETF position peaked at $48.1M in Q4 2022.
  • 263 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2025.

Based on Franklin Resources's 13F filing for Q3 2025, filed 13 Nov 2025.