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

World Investment 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	$935K	Hold	19,748	–	–	0.02%	725
2026 Q1	$935K	Buy	19,748 +723	+4%	+$34.9K	0.02%	735
2025 Q4	$908K	Buy	19,025 +641	+3%	+$30.6K	0.01%	722
2025 Q3	$875K	Buy	18,384 +130	+0.7%	+$6.04K	0.02%	605
2025 Q2	$840K	Buy	18,254 +3,016	+20%	+$133K	0.02%	564
2025 Q1	$669K	Hold	15,238	–	–	0.02%	608
2024 Q4	$662K	Buy	15,238 +2,681	+21%	+$119K	0.02%	580
2024 Q3	$566K	Buy	12,557 +97	+0.8%	+$4.25K	0.02%	560
2024 Q2	$536K	Buy	+12,460	New	+$528K	0.03%	387
2024 Q1	–	Sell	-12,220	Closed	-$507K	–	396
2023 Q4	$507K	Buy	12,220 +2	+0%	+$79	0.07%	220
2023 Q3	$476K	Hold	12,218	–	–	0.09%	148
2023 Q2	$494K	Buy	+12,218	New	+$488K	0.1%	138
2019 Q1	–	Sell	-14,370	Closed	-$513K	–	129
2018 Q4	$513K	Buy	+14,370	New	+$524K	0.23%	68

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

World Investment Advisors's AOM Position: Q2 2026 in Review

World Investment Advisors held its iShares Core Moderate Allocation ETF (AOM) position steady in Q2 2026 at 19,748 shares worth $935K. The position accounts for 0.02% of the portfolio, ranked #725.

World Investment Advisors first reported a position in AOM in Q4 2018 and has held it in 13 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

World Investment Advisors held 19,748 shares of iShares Core Moderate Allocation ETF worth $935K as of Q2 2026.
World Investment Advisors left its iShares Core Moderate Allocation ETF share count unchanged in Q2 2026.
iShares Core Moderate Allocation ETF made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #725 holding.
World Investment Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2018 and has held it in 13 quarters since.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.