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

Lebenthal 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	$231K	Buy	+4,623	New	+$227K	0.03%	194
2021 Q3	–	Sell	-7,100	Closed	-$319K	–	132
2021 Q2	$319K	Sell	7,100 -200	-3%	-$8.91K	0.17%	112
2021 Q1	$317K	Buy	7,300 +640	+10%	+$27.9K	0.19%	90
2020 Q4	$287K	Buy	+6,660	New	+$280K	0.2%	64

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

Lebenthal Global Advisors's AOM Position: Q2 2026 in Review

Lebenthal Global Advisors opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q2 2026: 4,623 shares worth $231K. The stake represents 0.03% of the portfolio and ranks #194 among its holdings. This is a return to the name: Lebenthal Global Advisors previously reported a position in AOM as recently as Q2 2021.

Lebenthal Global Advisors first reported a position in AOM in Q4 2020 and has held it in 4 quarters since. The position peaked at $319K in Q2 2021. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Lebenthal Global Advisors held 4,623 shares of iShares Core Moderate Allocation ETF worth $231K as of Q2 2026.
iShares Core Moderate Allocation ETF was a new Lebenthal Global Advisors position in Q2 2026.
iShares Core Moderate Allocation ETF made up 0.03% of Lebenthal Global Advisors's portfolio in Q2 2026, its #194 holding.
Lebenthal Global Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and has held it in 4 quarters since.
Lebenthal Global Advisors's iShares Core Moderate Allocation ETF position peaked at $319K in Q2 2021.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.