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

MCF 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	$1.15M	Buy	+23,081	New	+$1.13M	0.04%	181

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

MCF Advisors's AOM Position: Q2 2026 in Review

MCF Advisors opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q2 2026: 23,081 shares worth $1.15M. The stake represents 0.04% of the portfolio and ranks #181 among its holdings.

300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

MCF Advisors held 23,081 shares of iShares Core Moderate Allocation ETF worth $1.15M as of Q2 2026.
iShares Core Moderate Allocation ETF was a new MCF Advisors position in Q2 2026.
iShares Core Moderate Allocation ETF made up 0.04% of MCF Advisors's portfolio in Q2 2026, its #181 holding.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.