EA
Efficient Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,308
| Closed | -$202K | – | 71 |
|
|
2022
Q4 | $202K | Buy |
+5,308
| New | +$202K | 0.02% | 65 |
|
|
2022
Q3 | – | Sell |
-5,842
| Closed | -$228K | – | 66 |
|
|
2022
Q2 | $228K | Sell |
5,842
-2,025
| -26% | -$79K | 0.02% | 59 |
|
|
2022
Q1 | $338K | Sell |
7,867
-942
| -11% | -$40.5K | 0.03% | 51 |
|
|
2021
Q4 | $401K | Sell |
8,809
-1,453
| -14% | -$66.1K | 0.03% | 53 |
|
|
2021
Q3 | $459K | Sell |
10,262
-1,795
| -15% | -$80.3K | 0.04% | 52 |
|
|
2021
Q2 | $543K | Sell |
12,057
-2,429
| -17% | -$109K | 0.07% | 51 |
|
|
2021
Q1 | $631K | Sell |
14,486
-3,565
| -20% | -$155K | 0.09% | 50 |
|
|
2020
Q4 | $780K | Sell |
18,051
-744
| -4% | -$32.1K | 0.12% | 51 |
|
|
2020
Q3 | $772K | Buy |
18,795
+1,400
| +8% | +$57.5K | 0.14% | 38 |
|
|
2020
Q2 | $694K | Sell |
17,395
-1,246
| -7% | -$49.7K | 0.13% | 39 |
|
|
2020
Q1 | $685K | Buy |
18,641
+437
| +2% | +$16.1K | 0.14% | 39 |
|
|
2019
Q4 | $731K | Sell |
18,204
-1,102
| -6% | -$44.3K | 0.13% | 43 |
|
|
2019
Q3 | $759K | Sell |
19,306
-2,046
| -10% | -$80.4K | 0.14% | 41 |
|
|
2019
Q2 | $833K | Sell |
21,352
-202
| -0.9% | -$7.88K | 0.15% | 39 |
|
|
2019
Q1 | $820K | Buy |
21,554
+879
| +4% | +$33.4K | 0.14% | 39 |
|
|
2018
Q4 | $738K | Sell |
20,675
-1,115
| -5% | -$39.8K | 0.14% | 39 |
|
|
2018
Q3 | $826K | Sell |
21,790
-438
| -2% | -$16.6K | 0.14% | 38 |
|
|
2018
Q2 | $834K | Buy |
22,228
+210
| +1% | +$7.88K | 0.14% | 37 |
|
|
2018
Q1 | $832K | Sell |
22,018
-1,823
| -8% | -$68.9K | 0.14% | 38 |
|
|
2017
Q4 | $907K | Sell |
23,841
-629
| -3% | -$23.9K | 0.15% | 37 |
|
|
2017
Q3 | $929K | Sell |
24,470
-1,276
| -5% | -$48.4K | 0.16% | 36 |
|
|
2017
Q2 | $960K | Sell |
25,746
-1,170
| -4% | -$43.6K | 0.14% | 45 |
|
|
2017
Q1 | $978K | Buy |
26,916
+970
| +4% | +$35.2K | 0.14% | 45 |
|
|
2016
Q4 | $914K | Sell |
25,946
-5
| -0% | -$176 | 0.13% | 46 |
|
|
2016
Q3 | $937K | Sell |
25,951
-248
| -0.9% | -$8.95K | 0.14% | 47 |
|
|
2016
Q2 | $925K | Buy |
26,199
+1,125
| +4% | +$39.7K | 0.15% | 51 |
|
|
2016
Q1 | $873K | Buy |
25,074
+119
| +0.5% | +$4.14K | 0.16% | 46 |
|
|
2015
Q4 | $850K | Buy |
24,955
+429
| +2% | +$14.6K | 0.19% | 32 |
|
|
2015
Q3 | $830K | Buy |
24,526
+119
| +0.5% | +$4.03K | 0.19% | 31 |
|
|
2015
Q2 | $860K | Buy |
24,407
+40
| +0.2% | +$1.41K | 0.18% | 31 |
|
|
2015
Q1 | $868K | Sell |
24,367
-371
| -1% | -$13.2K | 0.18% | 30 |
|
|
2014
Q4 | $870K | Sell |
24,738
-409
| -2% | -$14.4K | 0.2% | 28 |
|
|
2014
Q3 | $878K | Buy |
25,147
+35
| +0.1% | +$1.22K | 0.2% | 24 |
|
|
2014
Q2 | $897K | Buy |
25,112
+406
| +2% | +$14.5K | 0.2% | 24 |
|
|
2014
Q1 | $860K | Sell |
24,706
-2,014
| -8% | -$70.1K | 0.21% | 19 |
|
|
2013
Q4 | $917K | Buy |
26,720
+868
| +3% | +$29.8K | 0.22% | 20 |
|
|
2013
Q3 | $862K | Buy |
25,852
+1,150
| +5% | +$38.3K | 0.22% | 21 |
|
|
2013
Q2 | $800K | Buy |
+24,702
| New | +$800K | 0.22% | 20 |
|