de Efficient Advisors iShares Core 60/40 Balanced Allocation ETF AOR Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Vender |
-3,508
| Cerradas | -USD 226 k | – | 59 |
|
|
2025
Q3 | USD 226 k | Vender |
3,508
-1,187
| -25% | -USD 74.2 k | 0.01% | 58 |
|
|
2025
Q2 | USD 289 k | Vender |
4,695
-44
| -0.9% | -USD 2.57 k | 0.02% | 91 |
|
|
2025
Q1 | USD 273 k | Vender |
4,739
-205
| -4% | -USD 11.9 k | 0.02% | 58 |
|
|
2024
Q4 | USD 283 k | Vender |
4,944
-1,234
| -20% | -USD 72.3 k | 0.02% | 62 |
|
|
2024
Q3 | USD 366 k | Vender |
6,178
-15
| -0.2% | -USD 860 | 0.02% | 62 |
|
|
2024
Q2 | USD 349 k | Vender |
6,193
-764
| -11% | -USD 42.2 k | 0.02% | 62 |
|
|
2024
Q1 | USD 387 k | Comprar |
6,957
+98
| +1% | +USD 5.28 k | 0.02% | 62 |
|
|
2023
Q4 | USD 365 k | Vender |
6,859
-1,234
| -15% | -USD 62.3 k | 0.02% | 62 |
|
|
2023
Q3 | USD 400 k | Comprar |
8,093
+103
| +1% | +USD 5.24 k | 0.03% | 60 |
|
|
2023
Q2 | USD 411 k | Vender |
7,990
-156
| -2% | -USD 7.85 k | 0.03% | 62 |
|
|
2023
Q1 | USD 408 k | Vender |
8,146
-1,857
| -19% | -USD 91.4 k | 0.03% | 59 |
|
|
2022
Q4 | USD 472 k | Vender |
10,003
-101
| -1% | -USD 4.75 k | 0.05% | 51 |
|
|
2022
Q3 | USD 452 k | Vender |
10,104
-586
| -5% | -USD 28.4 k | 0.04% | 49 |
|
|
2022
Q2 | USD 513 k | Vender |
10,690
-612
| -5% | -USD 30.8 k | 0.04% | 45 |
|
|
2022
Q1 | USD 610 k | Vender |
11,302
-2,944
| -21% | -USD 160 k | 0.05% | 45 |
|
|
2021
Q4 | USD 813 k | Comprar |
14,246
+29
| +0.2% | +USD 1.64 k | 0.06% | 43 |
|
|
2021
Q3 | USD 789 k | Vender |
14,217
-601
| -4% | -USD 33.9 k | 0.08% | 43 |
|
|
2021
Q2 | USD 830 k | Vender |
14,818
-212
| -1% | -USD 11.7 k | 0.1% | 44 |
|
|
2021
Q1 | USD 805 k | Vender |
15,030
-6,810
| -31% | -USD 362 k | 0.11% | 43 |
|
|
2020
Q4 | USD 1.14 M | Vender |
21,840
-586
| -3% | -USD 29.5 k | 0.17% | 43 |
|
|
2020
Q3 | USD 1.09 M | Vender |
22,426
-229
| -1% | -USD 11 k | 0.2% | 32 |
|
|
2020
Q2 | USD 1.05 M | Vender |
22,655
-228
| -1% | -USD 10.1 k | 0.19% | 33 |
|
|
2020
Q1 | USD 947 k | Vender |
22,883
-454
| -2% | -USD 20.8 k | 0.2% | 33 |
|
|
2019
Q4 | USD 1.12 M | Vender |
23,337
-1,002
| -4% | -USD 46.9 k | 0.19% | 33 |
|
|
2019
Q3 | USD 1.12 M | Comprar |
24,339
+1,343
| +6% | +USD 61.3 k | 0.2% | 31 |
|
|
2019
Q2 | USD 1.06 M | Vender |
22,996
-622
| -3% | -USD 28 k | 0.18% | 36 |
|
|
2019
Q1 | USD 1.06 M | Vender |
23,618
-485
| -2% | -USD 21.1 k | 0.18% | 36 |
|
|
2018
Q4 | USD 996 k | Vender |
24,103
-229
| -0.9% | -USD 9.8 k | 0.19% | 35 |
|
|
2018
Q3 | USD 1.1 M | Vender |
24,332
-102
| -0.4% | -USD 4.57 k | 0.19% | 33 |
|
|
2018
Q2 | USD 1.08 M | Vender |
24,434
-266
| -1% | -USD 11.9 k | 0.18% | 33 |
|
|
2018
Q1 | USD 1.1 M | Comprar |
24,700
+439
| +2% | +USD 19.8 k | 0.19% | 33 |
|
|
2017
Q4 | USD 1.09 M | Vender |
24,261
-653
| -3% | -USD 29.7 k | 0.18% | 35 |
|
|
2017
Q3 | USD 1.12 M | Vender |
24,914
-347
| -1% | -USD 15.3 k | 0.19% | 35 |
|
|
2017
Q2 | USD 1.1 M | Comprar |
25,261
+184
| +0.7% | +USD 7.93 k | 0.16% | 42 |
|
|
2017
Q1 | USD 1.06 M | Vender |
25,077
-666
| -3% | -USD 27.7 k | 0.15% | 42 |
|
|
2016
Q4 | USD 1.04 M | Comprar |
25,743
+386
| +2% | +USD 15.6 k | 0.15% | 43 |
|
|
2016
Q3 | USD 1.04 M | Comprar |
25,357
+463
| +2% | +USD 18.9 k | 0.15% | 45 |
|
|
2016
Q2 | USD 997 k | Vender |
24,894
-447
| -2% | -USD 17.7 k | 0.16% | 50 |
|
|
2016
Q1 | USD 1 M | Comprar |
25,341
+456
| +2% | +USD 17.3 k | 0.18% | 44 |
|
|
2015
Q4 | USD 968 k | Vender |
24,885
-623
| -2% | -USD 24.5 k | 0.21% | 31 |
|
|
2015
Q3 | USD 973 k | Vender |
25,508
-641
| -2% | -USD 25.4 k | 0.22% | 30 |
|
|
2015
Q2 | USD 1.06 M | Comprar |
26,149
+560
| +2% | +USD 23.1 k | 0.22% | 29 |
|
|
2015
Q1 | USD 1.04 M | Vender |
25,589
-596
| -2% | -USD 24.1 k | 0.22% | 28 |
|
|
2014
Q4 | USD 1.05 M | Vender |
26,185
-444
| -2% | -USD 17.7 k | 0.24% | 23 |
|
|
2014
Q3 | USD 1.05 M | Vender |
26,629
-1,701
| -6% | -USD 68.1 k | 0.24% | 19 |
|
|
2014
Q2 | USD 1.15 M | Vender |
28,330
-2,431
| -8% | -USD 96.1 k | 0.26% | 19 |
|
|
2014
Q1 | USD 1.2 M | Vender |
30,761
-1,490
| -5% | -USD 57.3 k | 0.29% | 16 |
|
|
2013
Q4 | USD 1.24 M | Comprar |
32,251
+862
| +3% | +USD 32.6 k | 0.3% | 18 |
|
|
2013
Q3 | USD 1.16 M | Comprar |
31,389
+1,059
| +3% | +USD 38.5 k | 0.3% | 18 |
|
|
2013
Q2 | USD 1.08 M | Comprar |
+30,330
| Nuevas | +USD 1.09 M | 0.3% | 18 |
|
Otros fondos que tienen AOR en su cartera
WAM
Posición de Efficient Advisors en AOR: resumen de T4 2025
Efficient Advisors cerró por completo su posición en iShares Core 60/40 Balanced Allocation ETF (AOR) en T4 2025, liquidando una posición de 3,508 acciones por un valor estimado de USD 226 k.
Efficient Advisors reportó por primera vez una posición en AOR en T2 2013 y la mantuvo durante 50 trimestres. La posición alcanzó su máximo de USD 1.24 M en T4 2013. Al cierre de T4 2025, 429 fondos que sigue Wall St. Rank mantienen una posición en AOR.
- Efficient Advisors reportó que ya no tenía una posición en iShares Core 60/40 Balanced Allocation ETF al cierre de T4 2025, después de venderla por completo durante el trimestre.
- Efficient Advisors vendió 3,508 acciones de iShares Core 60/40 Balanced Allocation ETF en T4 2025, por un valor estimado de USD 226 k.
- Efficient Advisors reportó por primera vez una posición en iShares Core 60/40 Balanced Allocation ETF en T2 2013 y la mantuvo durante 50 trimestres.
- La posición de Efficient Advisors en iShares Core 60/40 Balanced Allocation ETF alcanzó su máximo de USD 1.24 M en T4 2013.
- Al cierre de T4 2025, 429 fondos que sigue Wall St. Rank tenían iShares Core 60/40 Balanced Allocation ETF en cartera.
Según el Informe 13F de Efficient Advisors correspondiente a T4 2025, presentado el 8 ene 2026.