Scotia Capital’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Scotia Capital’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 Q1	$260K	Hold	5,484	–	–	﹤0.01%	797
2025 Q4	$262K	Sell	5,484 -1,234	-18%	-$59K	﹤0.01%	779
2025 Q3	$320K	Buy	6,718 +784	+13%	+$36.4K	﹤0.01%	752
2025 Q2	$273K	Buy	5,934 +450	+8%	+$19.9K	﹤0.01%	735
2025 Q1	$241K	Hold	5,484	–	–	﹤0.01%	745
2024 Q4	$238K	Buy	+5,484	New	+$243K	﹤0.01%	760
2019 Q2	–	Sell	-7,253	Closed	-$276K	–	726
2019 Q1	$276K	Hold	7,253	–	–	﹤0.01%	590
2018 Q4	$259K	Hold	7,253	–	–	﹤0.01%	565
2018 Q3	$275K	Hold	7,253	–	–	﹤0.01%	623
2018 Q2	$274K	Hold	7,253	–	–	﹤0.01%	590
2018 Q1	$274K	Buy	+7,253	New	+$276K	﹤0.01%	615
2016 Q1	–	Sell	-11,664	Closed	-$395K	–	682
2015 Q4	$395K	Hold	11,664	–	–	0.01%	623
2015 Q3	$395K	Buy	+11,664	New	+$403K	0.01%	596

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Scotia Capital's AOM Position: Q1 2026 in Review

Scotia Capital held its iShares Core Moderate Allocation ETF (AOM) position steady in Q1 2026 at 5,484 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Scotia Capital first reported a position in AOM in Q3 2015 and has held it in 13 quarters since. The position peaked at $395K in Q4 2015. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

Scotia Capital held 5,484 shares of iShares Core Moderate Allocation ETF worth $260K as of Q1 2026.
Scotia Capital left its iShares Core Moderate Allocation ETF share count unchanged in Q1 2026.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Scotia Capital's portfolio in Q1 2026, its #797 holding.
Scotia Capital first reported a position in iShares Core Moderate Allocation ETF in Q3 2015 and has held it in 13 quarters since.
Scotia Capital's iShares Core Moderate Allocation ETF position peaked at $395K in Q4 2015.
292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.