Halbert Hargrove Global Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Halbert Hargrove Global Advisors’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 Q2	$3.56K	Buy	71 +10	+16%	+$491	﹤0.01%	359
2026 Q1	$2.9K	Sell	61 -4	-6%	-$193	﹤0.01%	337
2025 Q4	$3.08K	Hold	65	–	–	﹤0.01%	337
2025 Q3	$3.07K	Sell	65 -50	-43%	-$2.32K	﹤0.01%	494
2025 Q2	$5.31K	Sell	115 -1	-0.9%	-$44	﹤0.01%	261
2025 Q1	$5.11K	Buy	116 +1	+0.9%	+$44	﹤0.01%	308
2024 Q4	$5.01K	Buy	+115	New	+$5.1K	﹤0.01%	256

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Halbert Hargrove Global Advisors's AOM Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its iShares Core Moderate Allocation ETF (AOM) stake by 16% in Q2 2026, buying an estimated $491 and bringing the position to 71 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Halbert Hargrove Global Advisors first reported a position in AOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.31K in Q2 2025. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Halbert Hargrove Global Advisors held 71 shares of iShares Core Moderate Allocation ETF worth $3.56K as of Q2 2026.
Halbert Hargrove Global Advisors bought 10 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $491.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #359 holding.
Halbert Hargrove Global Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2024 and has held it in 7 quarters since.
Halbert Hargrove Global Advisors's iShares Core Moderate Allocation ETF position peaked at $5.31K in Q2 2025.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.