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KMG Fiduciary Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

KMG Fiduciary 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
Q2 		– Sell
-22,695
Closed -$1.08M – 211
2026
Q1 		$1.08M Sell
22,695
-401
-2% -$19.3K 0.08% 164
2025
Q4 		$1.1M Buy
23,096
+376
+2% +$18K 0.08% 158
2025
Q3 		$1.08M Buy
22,720
+1,310
+6% +$60.9K 0.07% 180
2025
Q2 		$986K Buy
21,410
+1,769
+9% +$78.1K 0.07% 183
2025
Q1 		$862K Buy
+19,641
New +$864K 0.07% 193

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
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

KMG Fiduciary Partners's AOM Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2026, closing a stake of 22,695 shares — an estimated $1.08M sold.

KMG Fiduciary Partners first reported a position in AOM in Q1 2025 and held it in 5 quarters. The position peaked at $1.1M in Q4 2025. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • KMG Fiduciary Partners reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • KMG Fiduciary Partners sold 22,695 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $1.08M.
  • KMG Fiduciary Partners first reported a position in iShares Core Moderate Allocation ETF in Q1 2025 and held it in 5 quarters.
  • KMG Fiduciary Partners's iShares Core Moderate Allocation ETF position peaked at $1.1M in Q4 2025.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.