Efficient Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $362K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $202K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $228K | Sell |
|
|||||
|
2022
Q1 | $338K | Sell |
|
|||||
|
2021
Q4 | $401K | Sell |
|
|||||
|
2021
Q3 | $459K | Sell |
|
|||||
|
2021
Q2 | $543K | Sell |
|
|||||
|
2021
Q1 | $631K | Sell |
|
|||||
|
2020
Q4 | $780K | Sell |
|
|||||
|
2020
Q3 | $772K | Buy |
|
|||||
|
2020
Q2 | $694K | Sell |
|
|||||
|
2020
Q1 | $685K | Buy |
|
|||||
|
2019
Q4 | $731K | Sell |
|
|||||
|
2019
Q3 | $759K | Sell |
|
|||||
|
2019
Q2 | $833K | Sell |
|
|||||
|
2019
Q1 | $820K | Buy |
|
|||||
|
2018
Q4 | $738K | Sell |
|
|||||
|
2018
Q3 | $826K | Sell |
|
|||||
|
2018
Q2 | $834K | Buy |
|
|||||
|
2018
Q1 | $832K | Sell |
|
|||||
|
2017
Q4 | $907K | Sell |
|
|||||
|
2017
Q3 | $929K | Sell |
|
|||||
|
2017
Q2 | $960K | Sell |
|
|||||
|
2017
Q1 | $978K | Buy |
|
|||||
|
2016
Q4 | $914K | Sell |
|
|||||
|
2016
Q3 | $937K | Sell |
|
|||||
|
2016
Q2 | $925K | Buy |
|
|||||
|
2016
Q1 | $873K | Buy |
|
|||||
|
2015
Q4 | $850K | Buy |
|
|||||
|
2015
Q3 | $830K | Buy |
|
|||||
|
2015
Q2 | $860K | Buy |
|
|||||
|
2015
Q1 | $868K | Sell |
|
|||||
|
2014
Q4 | $870K | Sell |
|
|||||
|
2014
Q3 | $878K | Buy |
|
|||||
|
2014
Q2 | $897K | Buy |
|
|||||
|
2014
Q1 | $860K | Sell |
|
|||||
|
2013
Q4 | $917K | Buy |
|
|||||
|
2013
Q3 | $862K | Buy |
|
|||||
|
2013
Q2 | $800K | Buy |
|