Moss Adams Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Moss Adams Wealth 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 Q3	$440K	Buy
2025 Q2	$423K	Buy
2025 Q1	$401K	Buy
2023 Q4	–	Sell
2023 Q3	$98.2K	Buy