EA
Efficient Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Sell |
6,350
-1,221
| -16% | -$102K | 0.03% | 70 |
|
|
2025
Q1 | $579K | Sell |
7,571
-1,619
| -18% | -$124K | 0.04% | 49 |
|
|
2024
Q4 | $704K | Sell |
9,190
-888
| -9% | -$68K | 0.05% | 49 |
|
|
2024
Q3 | $795K | Sell |
10,078
-93
| -0.9% | -$7.34K | 0.05% | 49 |
|
|
2024
Q2 | $761K | Sell |
10,171
-645
| -6% | -$48.2K | 0.05% | 49 |
|
|
2024
Q1 | $795K | Sell |
10,816
-560
| -5% | -$41.1K | 0.05% | 49 |
|
|
2023
Q4 | $786K | Sell |
11,376
-187
| -2% | -$12.9K | 0.05% | 50 |
|
|
2023
Q3 | $734K | Buy |
11,563
+79
| +0.7% | +$5.02K | 0.05% | 51 |
|
|
2023
Q2 | $762K | Sell |
11,484
-213
| -2% | -$14.1K | 0.05% | 51 |
|
|
2023
Q1 | $744K | Sell |
11,697
-156
| -1% | -$9.92K | 0.05% | 50 |
|
|
2022
Q4 | $708K | Sell |
11,853
-192
| -2% | -$11.5K | 0.07% | 45 |
|
|
2022
Q3 | $668K | Sell |
12,045
-102
| -0.8% | -$5.66K | 0.06% | 41 |
|
|
2022
Q2 | $728K | Sell |
12,147
-882
| -7% | -$52.9K | 0.06% | 40 |
|
|
2022
Q1 | $898K | Sell |
13,029
-3,908
| -23% | -$269K | 0.07% | 40 |
|
|
2021
Q4 | $1.23M | Sell |
16,937
-143
| -0.8% | -$10.4K | 0.09% | 40 |
|
|
2021
Q3 | $1.19M | Sell |
17,080
-374
| -2% | -$26.1K | 0.11% | 40 |
|
|
2021
Q2 | $1.23M | Sell |
17,454
-579
| -3% | -$40.9K | 0.15% | 40 |
|
|
2021
Q1 | $1.21M | Sell |
18,033
-3,069
| -15% | -$205K | 0.17% | 39 |
|
|
2020
Q4 | $1.35M | Sell |
21,102
-126
| -0.6% | -$8.09K | 0.21% | 40 |
|
|
2020
Q3 | $1.23M | Sell |
21,228
-573
| -3% | -$33.2K | 0.23% | 29 |
|
|
2020
Q2 | $1.2M | Buy |
21,801
+8
| +0% | +$439 | 0.22% | 29 |
|
|
2020
Q1 | $1.03M | Sell |
21,793
-407
| -2% | -$19.3K | 0.22% | 32 |
|
|
2019
Q4 | $1.29M | Buy |
22,200
+510
| +2% | +$29.6K | 0.22% | 30 |
|
|
2019
Q3 | $1.19M | Buy |
21,690
+893
| +4% | +$49K | 0.22% | 29 |
|
|
2019
Q2 | $1.15M | Buy |
20,797
+37
| +0.2% | +$2.04K | 0.2% | 33 |
|
|
2019
Q1 | $1.11M | Sell |
20,760
-103
| -0.5% | -$5.51K | 0.19% | 34 |
|
|
2018
Q4 | $1.01M | Buy |
20,863
+830
| +4% | +$40.3K | 0.19% | 34 |
|
|
2018
Q3 | $1.09M | Buy |
20,033
+605
| +3% | +$33K | 0.19% | 34 |
|
|
2018
Q2 | $1.04M | Sell |
19,428
-569
| -3% | -$30.4K | 0.18% | 34 |
|
|
2018
Q1 | $1.07M | Sell |
19,997
-337
| -2% | -$18K | 0.18% | 34 |
|
|
2017
Q4 | $1.1M | Sell |
20,334
-513
| -2% | -$27.7K | 0.18% | 34 |
|
|
2017
Q3 | $1.12M | Buy |
20,847
+197
| +1% | +$10.6K | 0.19% | 34 |
|
|
2017
Q2 | $1.07M | Sell |
20,650
-276
| -1% | -$14.3K | 0.16% | 43 |
|
|
2017
Q1 | $1.05M | Sell |
20,926
-940
| -4% | -$46.9K | 0.15% | 43 |
|
|
2016
Q4 | $1.03M | Sell |
21,866
-489
| -2% | -$23.1K | 0.15% | 44 |
|
|
2016
Q3 | $1.06M | Buy |
22,355
+623
| +3% | +$29.6K | 0.16% | 44 |
|
|
2016
Q2 | $997K | Sell |
21,732
-808
| -4% | -$37.1K | 0.16% | 49 |
|
|
2016
Q1 | $1.02M | Sell |
22,540
-310
| -1% | -$14K | 0.18% | 43 |
|
|
2015
Q4 | $1.03M | Sell |
22,850
-170
| -0.7% | -$7.63K | 0.22% | 29 |
|
|
2015
Q3 | $1M | Buy |
23,020
+515
| +2% | +$22.5K | 0.22% | 29 |
|
|
2015
Q2 | $1.07M | Buy |
22,505
+721
| +3% | +$34.2K | 0.22% | 28 |
|
|
2015
Q1 | $1.04M | Buy |
21,784
+996
| +5% | +$47.3K | 0.22% | 29 |
|
|
2014
Q4 | $962K | Sell |
20,788
-7
| -0% | -$324 | 0.22% | 27 |
|
|
2014
Q3 | $948K | Sell |
20,795
-1,263
| -6% | -$57.6K | 0.22% | 23 |
|
|
2014
Q2 | $1.04M | Sell |
22,058
-949
| -4% | -$44.8K | 0.24% | 20 |
|
|
2014
Q1 | $1.04M | Sell |
23,007
-1,303
| -5% | -$59.1K | 0.25% | 18 |
|
|
2013
Q4 | $1.08M | Buy |
24,310
+785
| +3% | +$35K | 0.26% | 19 |
|
|
2013
Q3 | $988K | Buy |
23,525
+1,225
| +5% | +$51.4K | 0.25% | 20 |
|
|
2013
Q2 | $891K | Buy |
+22,300
| New | +$891K | 0.25% | 19 |
|