Mercer Global Advisors
AOM icon

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

Mercer 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
2025
Q2 		– Sell
-5,808
Closed -$255K – 2260
2025
Q1 		$255K Sell
5,808
-364
-6% -$16K ﹤0.01% 1843
2024
Q4 		$268K Buy
6,172
+455
+8% +$20.2K ﹤0.01% 1814
2024
Q3 		$258K Sell
5,717
-7,362
-56% -$323K ﹤0.01% 1685
2024
Q2 		$563K Sell
13,079
-1,362
-9% -$57.7K ﹤0.01% 1242
2024
Q1 		$618K Sell
14,441
-178
-1% -$7.44K ﹤0.01% 1164
2023
Q4 		$607K Sell
14,619
-13,299
-48% -$527K ﹤0.01% 1205
2023
Q3 		$1.09M Buy
27,918
+323
+1% +$12.9K ﹤0.01% 910
2023
Q2 		$1.11M Buy
+27,595
New +$1.1M ﹤0.01% 911
2023
Q1 		– Sell
-36,055
Closed -$1.37M – 1933
2022
Q4 		$1.37M Sell
36,055
-878
-2% -$33.3K 0.01% 793
2022
Q3 		$1.35M Buy
36,933
+271
+0.7% +$10.6K 0.01% 733
2022
Q2 		$1.43M Buy
36,662
+2,597
+8% +$105K 0.01% 705
2022
Q1 		$1.46M Sell
34,065
-2,962
-8% -$129K 0.01% 755
2021
Q4 		$1.68M Buy
37,027
+24
+0.1% +$1.09K 0.01% 685
2021
Q3 		$1.66M Buy
37,003
+1,350
+4% +$61.2K 0.01% 675
2021
Q2 		$1.61M Buy
35,653
+5,049
+16% +$225K 0.01% 651
2021
Q1 		$1.33M Buy
+30,604
New +$1.33M 0.01% 682

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $798M AUM 20.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors's AOM Position: Q2 2025 in Review

Mercer Global Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2025, closing a stake of 5,808 shares — an estimated $255K sold.

Mercer Global Advisors first reported a position in AOM in Q1 2021 and held it in 16 quarters. The position peaked at $1.68M in Q4 2021. 268 funds tracked by Wall St. Rank hold AOM as of Q2 2025.

  • Mercer Global Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 5,808 iShares Core Moderate Allocation ETF shares in Q2 2025, an estimated $255K.
  • Mercer Global Advisors first reported a position in iShares Core Moderate Allocation ETF in Q1 2021 and held it in 16 quarters.
  • Mercer Global Advisors's iShares Core Moderate Allocation ETF position peaked at $1.68M in Q4 2021.
  • 268 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2025.

Based on Mercer Global Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.