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iShares S&P Moderate Allocation Fund ETF shares owned by Efficient Advisors

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Efficient Advisors from 13F filings

Historical chart of Efficient Advisors investment in iShares S&P Moderate Allocation Fund ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Moderate Allocation Fund ETF held by Efficient Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Efficient Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $349k 7.3k 47.73
2025-09-30 $362k 7.6k 47.58
2022-12-31 $202k 5.3k 38.01
2022-06-30 $228k 5.8k 39.03
2022-03-31 $338k 7.9k 42.96
2021-12-31 $401k 8.8k 45.52
2021-09-30 $459k 10k 44.73
2021-06-30 $543k 12k 45.04
2021-03-31 $631k 15k 43.56
2020-12-31 $780k 18k 43.21
2020-09-30 $772k 19k 41.07
2020-06-30 $694k 17k 39.90
2020-03-31 $685k 19k 36.75
2019-12-31 $731k 18k 40.16
2019-09-30 $759k 19k 39.31
2019-06-30 $833k 21k 39.01
2019-03-31 $820k 22k 38.04
2018-12-31 $738k 21k 35.70
2018-09-30 $826k 22k 37.91
2018-06-30 $834k 22k 37.52
2018-03-31 $832k 22k 37.79
2017-12-31 $907k 24k 38.04
2017-09-30 $929k 25k 37.96
2017-06-30 $960k 26k 37.29
2017-03-31 $978k 27k 36.34
2016-12-31 $914k 26k 35.23
2016-09-30 $937k 26k 36.11
2016-06-30 $925k 26k 35.31
2016-03-31 $873k 25k 34.82
2015-12-31 $850k 25k 34.06
2015-09-30 $830k 25k 33.84
2015-06-30 $860k 24k 35.24
2015-03-31 $868k 24k 35.62
2014-12-31 $870k 25k 35.17
2014-09-30 $878k 25k 34.91
2014-06-30 $897k 25k 35.72
2014-03-31 $860k 25k 34.81
2013-12-31 $917k 27k 34.32
2013-09-30 $862k 26k 33.34
2013-06-30 $800k 25k 32.39

More positions owned by Efficient Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Efficient Advisors

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Wells Fargo & Company
Foundations Investment Advisors
Weitzel Financial Services
Royal Bank of Canada
Ameriprise Financial
TCG Advisory Services
AJ Advisors
Cetera Investment Advisers
Advisor Group Holdings
Weaver Consulting Group
Investment Advisory Group
Commonwealth Equity Services
Lodestar Private Asset Management

View all funds holding iShares S&P Moderate Allocation Fund ETF