Morgan Stanley’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $33.9M | Sell |
714,713
-141,773
| -17% | -$6.84M | ﹤0.01% | 2484 |
|
|
2025
Q4 | $40.9M | Buy |
856,486
+491,088
| +134% | +$23.5M | ﹤0.01% | 2285 |
|
|
2025
Q3 | $17.4M | Sell |
365,398
-42,929
| -11% | -$2M | ﹤0.01% | 3010 |
|
|
2025
Q2 | $18.8M | Sell |
408,327
-158,040
| -28% | -$6.98M | ﹤0.01% | 2874 |
|
|
2025
Q1 | $24.9M | Sell |
566,367
-532,095
| -48% | -$23.4M | ﹤0.01% | 2469 |
|
|
2024
Q4 | $47.7M | Buy |
1,098,462
+743,704
| +210% | +$33M | ﹤0.01% | 1873 |
|
|
2024
Q3 | $16M | Sell |
354,758
-18,542
| -5% | -$813K | ﹤0.01% | 3014 |
|
|
2024
Q2 | $16.1M | Buy |
373,300
+41,904
| +13% | +$1.77M | ﹤0.01% | 2903 |
|
|
2024
Q1 | $14.2M | Sell |
331,396
-1,380,756
| -81% | -$57.7M | ﹤0.01% | 3044 |
|
|
2023
Q4 | $71.1M | Buy |
1,712,152
+1,154,917
| +207% | +$45.8M | ﹤0.01% | 2072 |
|
|
2023
Q3 | $21.7M | Buy |
557,235
+190,166
| +52% | +$7.6M | ﹤0.01% | 2368 |
|
|
2023
Q2 | $14.8M | Sell |
367,069
-274,222
| -43% | -$10.9M | ﹤0.01% | 2787 |
|
|
2023
Q1 | $25.6M | Sell |
641,291
-1,102,029
| -63% | -$43.3M | ﹤0.01% | 2166 |
|
|
2022
Q4 | $66.3M | Buy |
1,743,320
+1,258,806
| +260% | +$47.7M | 0.01% | 1290 |
|
|
2022
Q3 | $17.7M | Sell |
484,514
-75,909
| -14% | -$2.97M | ﹤0.01% | 2316 |
|
|
2022
Q2 | $21.8M | Buy |
560,423
+234,680
| +72% | +$9.48M | ﹤0.01% | 2188 |
|
|
2022
Q1 | $14M | Buy |
325,743
+2,706
| +0.8% | +$118K | ﹤0.01% | 2506 |
|
|
2021
Q4 | $14.7M | Buy |
323,037
+32,049
| +11% | +$1.45M | ﹤0.01% | 2503 |
|
|
2021
Q3 | $13M | Buy |
290,988
+10,086
| +4% | +$457K | ﹤0.01% | 2584 |
|
|
2021
Q2 | $12.7M | Buy |
280,902
+2,910
| +1% | +$130K | ﹤0.01% | 2707 |
|
|
2021
Q1 | $12.1M | Buy |
277,992
+22,926
| +9% | +$998K | ﹤0.01% | 2450 |
|
|
2020
Q4 | $11M | Buy |
255,066
+8,907
| +4% | +$375K | ﹤0.01% | 2403 |
|
|
2020
Q3 | $10.1M | Sell |
246,159
-15,929
| -6% | -$653K | ﹤0.01% | 2019 |
|
|
2020
Q2 | $10.4M | Sell |
262,088
-30,341
| -10% | -$1.17M | ﹤0.01% | 1922 |
|
|
2020
Q1 | $10.7M | Buy |
292,429
+47,096
| +19% | +$1.84M | ﹤0.01% | 1709 |
|
|
2019
Q4 | $9.85M | Buy |
245,333
+9,246
| +4% | +$366K | ﹤0.01% | 2447 |
|
|
2019
Q3 | $9.28M | Buy |
236,087
+25,987
| +12% | +$1.01M | ﹤0.01% | 2211 |
|
|
2019
Q2 | $8.2M | Sell |
210,100
-1,426
| -0.7% | -$54.6K | ﹤0.01% | 2370 |
|
|
2019
Q1 | $8.05M | Sell |
211,526
-79,082
| -27% | -$2.93M | ﹤0.01% | 2253 |
|
|
2018
Q4 | $10.4M | Buy |
290,608
+78,601
| +37% | +$2.87M | ﹤0.01% | 2087 |
|
|
2018
Q3 | $8.03M | Sell |
212,007
-33,221
| -14% | -$1.25M | ﹤0.01% | 2651 |
|
|
2018
Q2 | $9.2M | Sell |
245,228
-84,999
| -26% | -$3.2M | ﹤0.01% | 2470 |
|
|
2018
Q1 | $12.5M | Sell |
330,227
-148,000
| -31% | -$5.64M | ﹤0.01% | 2124 |
|
|
2017
Q4 | $18.2M | Buy |
478,227
+62,297
| +15% | +$2.38M | 0.01% | 1754 |
|
|
2017
Q3 | $15.8M | Buy |
415,930
+79,895
| +24% | +$3M | ﹤0.01% | 1806 |
|
|
2017
Q2 | $12.5M | Buy |
336,035
+196,156
| +140% | +$7.24M | ﹤0.01% | 1953 |
|
|
2017
Q1 | $5.08M | Sell |
139,879
-68,974
| -33% | -$2.48M | ﹤0.01% | 2850 |
|
|
2016
Q4 | $7.36M | Buy |
208,853
+11,553
| +6% | +$408K | ﹤0.01% | 2589 |
|
|
2016
Q3 | $7.12M | Buy |
197,300
+8,541
| +5% | +$306K | ﹤0.01% | 2322 |
|
|
2016
Q2 | $6.66M | Buy |
188,759
+59,490
| +46% | +$2.08M | ﹤0.01% | 2345 |
|
|
2016
Q1 | $4.5M | Buy |
129,269
+25,735
| +25% | +$866K | ﹤0.01% | 2632 |
|
|
2015
Q4 | $3.52M | Buy |
103,534
+74,744
| +260% | +$2.58M | ﹤0.01% | 2998 |
|
|
2015
Q3 | $974K | Sell |
28,790
-2,633
| -8% | -$90.9K | ﹤0.01% | 4128 |
|
|
2015
Q2 | $1.11M | Buy |
31,423
+613
| +2% | +$21.9K | ﹤0.01% | 4119 |
|
|
2015
Q1 | $1.1M | Buy |
30,810
+2,952
| +11% | +$104K | ﹤0.01% | 4060 |
|
|
2014
Q4 | $980K | Buy |
27,858
+3,129
| +13% | +$110K | ﹤0.01% | 4167 |
|
|
2014
Q3 | $863K | Buy |
24,729
+2,962
| +14% | +$105K | ﹤0.01% | 4164 |
|
|
2014
Q2 | $778K | Buy |
21,767
+1,635
| +8% | +$57.4K | ﹤0.01% | 4254 |
|
|
2014
Q1 | $701K | Sell |
20,132
-8,485
| -30% | -$292K | ﹤0.01% | 4296 |
|
|
2013
Q4 | $982K | Buy |
28,617
+9,527
| +50% | +$323K | ﹤0.01% | 3946 |
|
|
2013
Q3 | $637K | Buy |
19,090
+4,934
| +35% | +$162K | ﹤0.01% | 4165 |
|
|
2013
Q2 | $458K | Buy |
+14,156
| New | +$466K | ﹤0.01% | 4315 |
|
Other funds holding AOM
FIA
WFS
AA
KCPG