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

WestEnd 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	$153	Sell	3 -13	-81%	-$639	﹤0.01%	395
2026 Q1	$755	Buy	+16	New	+$772	﹤0.01%	275
2025 Q3	–	Sell	-631	Closed	-$29.1K	–	391
2025 Q2	$29.1K	Buy	631 +574	+1,007%	+$25.4K	﹤0.01%	57
2025 Q1	$2.5K	Sell	57 -2,467	-98%	-$109K	﹤0.01%	137
2024 Q4	$110K	Buy	+2,524	New	+$112K	﹤0.01%	53
2024 Q3	–	Sell	-90	Closed	-$3.89K	–	398
2024 Q2	$3.89K	Buy	+90	New	+$3.81K	﹤0.01%	74
2024 Q1	–	Sell	-11,831	Closed	-$491K	–	357
2023 Q4	$491K	Buy	11,831 +10,871	+1,132%	+$431K	0.01%	41
2023 Q3	$37.4K	Buy	+960	New	+$38.4K	﹤0.01%	52
2023 Q1	–	Sell	-8,117	Closed	-$319K	–	54
2022 Q4	$309K	Buy	8,117 +3,358	+71%	+$127K	0.01%	43
2022 Q3	$174K	Sell	4,759 -3,928	-45%	-$154K	0.01%	48
2022 Q2	$338K	Buy	+8,687	New	+$351K	0.01%	45
2022 Q1	–	Sell	-27,366	Closed	-$1.19M	–	51
2021 Q4	$1.24M	Buy	+27,366	New	+$1.24M	0.03%	40
2019 Q1	–	Sell	-1,122	Closed	-$40K	–	54
2018 Q4	$40K	Buy	+1,122	New	+$40.9K	﹤0.01%	41

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

WestEnd Advisors's AOM Position: Q2 2026 in Review

WestEnd Advisors reduced its iShares Core Moderate Allocation ETF (AOM) stake by 81% in Q2 2026, selling an estimated $639 and leaving 3 shares worth $153. The position accounts for ﹤0.01% of the portfolio, ranked #395.

WestEnd Advisors first reported a position in AOM in Q4 2018 and has held it in 13 quarters since. The position peaked at $1.24M in Q4 2021. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

WestEnd Advisors held 3 shares of iShares Core Moderate Allocation ETF worth $153 as of Q2 2026.
WestEnd Advisors sold 13 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $639.
iShares Core Moderate Allocation ETF made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #395 holding.
WestEnd Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2018 and has held it in 13 quarters since.
WestEnd Advisors's iShares Core Moderate Allocation ETF position peaked at $1.24M in Q4 2021.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.