Efficient Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Efficient Advisors’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,508	Closed	-$226K	–	59
2025 Q3	$226K	Sell	3,508 -1,187	-25%	-$74.2K	0.01%	58
2025 Q2	$289K	Sell	4,695 -44	-0.9%	-$2.57K	0.02%	91
2025 Q1	$273K	Sell	4,739 -205	-4%	-$11.9K	0.02%	58
2024 Q4	$283K	Sell	4,944 -1,234	-20%	-$72.3K	0.02%	62
2024 Q3	$366K	Sell	6,178 -15	-0.2%	-$860	0.02%	62
2024 Q2	$349K	Sell	6,193 -764	-11%	-$42.2K	0.02%	62
2024 Q1	$387K	Buy	6,957 +98	+1%	+$5.29K	0.02%	62
2023 Q4	$365K	Sell	6,859 -1,234	-15%	-$62.3K	0.02%	62
2023 Q3	$400K	Buy	8,093 +103	+1%	+$5.25K	0.03%	60
2023 Q2	$411K	Sell	7,990 -156	-2%	-$7.85K	0.03%	62
2023 Q1	$408K	Sell	8,146 -1,857	-19%	-$91.4K	0.03%	59
2022 Q4	$472K	Sell	10,003 -101	-1%	-$4.75K	0.05%	51
2022 Q3	$452K	Sell	10,104 -586	-5%	-$28.4K	0.04%	49
2022 Q2	$513K	Sell	10,690 -612	-5%	-$30.8K	0.04%	45
2022 Q1	$610K	Sell	11,302 -2,944	-21%	-$160K	0.05%	45
2021 Q4	$813K	Buy	14,246 +29	+0.2%	+$1.65K	0.06%	43
2021 Q3	$789K	Sell	14,217 -601	-4%	-$33.9K	0.08%	43
2021 Q2	$830K	Sell	14,818 -212	-1%	-$11.7K	0.1%	44
2021 Q1	$805K	Sell	15,030 -6,810	-31%	-$362K	0.11%	43
2020 Q4	$1.14M	Sell	21,840 -586	-3%	-$29.5K	0.17%	43
2020 Q3	$1.09M	Sell	22,426 -229	-1%	-$11K	0.2%	32
2020 Q2	$1.05M	Sell	22,655 -228	-1%	-$10.1K	0.19%	33
2020 Q1	$947K	Sell	22,883 -454	-2%	-$20.8K	0.2%	33
2019 Q4	$1.12M	Sell	23,337 -1,002	-4%	-$46.9K	0.19%	33
2019 Q3	$1.12M	Buy	24,339 +1,343	+6%	+$61.3K	0.2%	31
2019 Q2	$1.06M	Sell	22,996 -622	-3%	-$28K	0.18%	36
2019 Q1	$1.06M	Sell	23,618 -485	-2%	-$21.1K	0.18%	36
2018 Q4	$996K	Sell	24,103 -229	-0.9%	-$9.8K	0.19%	35
2018 Q3	$1.1M	Sell	24,332 -102	-0.4%	-$4.57K	0.19%	33
2018 Q2	$1.08M	Sell	24,434 -266	-1%	-$11.9K	0.18%	33
2018 Q1	$1.1M	Buy	24,700 +439	+2%	+$19.9K	0.19%	33
2017 Q4	$1.09M	Sell	24,261 -653	-3%	-$29.7K	0.18%	35
2017 Q3	$1.12M	Sell	24,914 -347	-1%	-$15.3K	0.19%	35
2017 Q2	$1.1M	Buy	25,261 +184	+0.7%	+$7.93K	0.16%	42
2017 Q1	$1.06M	Sell	25,077 -666	-3%	-$27.7K	0.15%	42
2016 Q4	$1.04M	Buy	25,743 +386	+2%	+$15.6K	0.15%	43
2016 Q3	$1.04M	Buy	25,357 +463	+2%	+$18.9K	0.15%	45
2016 Q2	$997K	Sell	24,894 -447	-2%	-$17.7K	0.16%	50
2016 Q1	$1M	Buy	25,341 +456	+2%	+$17.3K	0.18%	44
2015 Q4	$968K	Sell	24,885 -623	-2%	-$24.5K	0.21%	31
2015 Q3	$973K	Sell	25,508 -641	-2%	-$25.4K	0.22%	30
2015 Q2	$1.06M	Buy	26,149 +560	+2%	+$23.1K	0.22%	29
2015 Q1	$1.04M	Sell	25,589 -596	-2%	-$24.1K	0.22%	28
2014 Q4	$1.05M	Sell	26,185 -444	-2%	-$17.7K	0.24%	23
2014 Q3	$1.05M	Sell	26,629 -1,701	-6%	-$68.1K	0.24%	19
2014 Q2	$1.15M	Sell	28,330 -2,431	-8%	-$96.1K	0.26%	19
2014 Q1	$1.2M	Sell	30,761 -1,490	-5%	-$57.3K	0.29%	16
2013 Q4	$1.24M	Buy	32,251 +862	+3%	+$32.6K	0.3%	18
2013 Q3	$1.16M	Buy	31,389 +1,059	+3%	+$38.5K	0.3%	18
2013 Q2	$1.08M	Buy	+30,330	New	+$1.09M	0.3%	18