EA
Efficient Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
4,695
-44
| -0.9% | -$2.71K | 0.02% | 91 |
|
|
2025
Q1 | $273K | Sell |
4,739
-205
| -4% | -$11.8K | 0.02% | 58 |
|
|
2024
Q4 | $283K | Sell |
4,944
-1,234
| -20% | -$70.7K | 0.02% | 62 |
|
|
2024
Q3 | $366K | Sell |
6,178
-15
| -0.2% | -$889 | 0.02% | 62 |
|
|
2024
Q2 | $349K | Sell |
6,193
-764
| -11% | -$43K | 0.02% | 62 |
|
|
2024
Q1 | $387K | Buy |
6,957
+98
| +1% | +$5.46K | 0.02% | 62 |
|
|
2023
Q4 | $365K | Sell |
6,859
-1,234
| -15% | -$65.6K | 0.02% | 62 |
|
|
2023
Q3 | $400K | Buy |
8,093
+103
| +1% | +$5.09K | 0.03% | 60 |
|
|
2023
Q2 | $411K | Sell |
7,990
-156
| -2% | -$8.03K | 0.03% | 62 |
|
|
2023
Q1 | $408K | Sell |
8,146
-1,857
| -19% | -$92.9K | 0.03% | 59 |
|
|
2022
Q4 | $472K | Sell |
10,003
-101
| -1% | -$4.76K | 0.05% | 51 |
|
|
2022
Q3 | $452K | Sell |
10,104
-586
| -5% | -$26.2K | 0.04% | 49 |
|
|
2022
Q2 | $513K | Sell |
10,690
-612
| -5% | -$29.4K | 0.04% | 45 |
|
|
2022
Q1 | $610K | Sell |
11,302
-2,944
| -21% | -$159K | 0.05% | 45 |
|
|
2021
Q4 | $813K | Buy |
14,246
+29
| +0.2% | +$1.66K | 0.06% | 43 |
|
|
2021
Q3 | $789K | Sell |
14,217
-601
| -4% | -$33.4K | 0.08% | 43 |
|
|
2021
Q2 | $830K | Sell |
14,818
-212
| -1% | -$11.9K | 0.1% | 44 |
|
|
2021
Q1 | $805K | Sell |
15,030
-6,810
| -31% | -$365K | 0.11% | 43 |
|
|
2020
Q4 | $1.14M | Sell |
21,840
-586
| -3% | -$30.6K | 0.17% | 43 |
|
|
2020
Q3 | $1.09M | Sell |
22,426
-229
| -1% | -$11.1K | 0.2% | 32 |
|
|
2020
Q2 | $1.05M | Sell |
22,655
-228
| -1% | -$10.6K | 0.19% | 33 |
|
|
2020
Q1 | $947K | Sell |
22,883
-454
| -2% | -$18.8K | 0.2% | 33 |
|
|
2019
Q4 | $1.12M | Sell |
23,337
-1,002
| -4% | -$47.9K | 0.19% | 33 |
|
|
2019
Q3 | $1.12M | Buy |
24,339
+1,343
| +6% | +$61.9K | 0.2% | 31 |
|
|
2019
Q2 | $1.06M | Sell |
22,996
-622
| -3% | -$28.6K | 0.18% | 36 |
|
|
2019
Q1 | $1.06M | Sell |
23,618
-485
| -2% | -$21.7K | 0.18% | 36 |
|
|
2018
Q4 | $996K | Sell |
24,103
-229
| -0.9% | -$9.46K | 0.19% | 35 |
|
|
2018
Q3 | $1.1M | Sell |
24,332
-102
| -0.4% | -$4.6K | 0.19% | 33 |
|
|
2018
Q2 | $1.08M | Sell |
24,434
-266
| -1% | -$11.8K | 0.18% | 33 |
|
|
2018
Q1 | $1.1M | Buy |
24,700
+439
| +2% | +$19.6K | 0.19% | 33 |
|
|
2017
Q4 | $1.09M | Sell |
24,261
-653
| -3% | -$29.3K | 0.18% | 35 |
|
|
2017
Q3 | $1.12M | Sell |
24,914
-347
| -1% | -$15.6K | 0.19% | 35 |
|
|
2017
Q2 | $1.1M | Buy |
25,261
+184
| +0.7% | +$8.03K | 0.16% | 42 |
|
|
2017
Q1 | $1.06M | Sell |
25,077
-666
| -3% | -$28.2K | 0.15% | 42 |
|
|
2016
Q4 | $1.05M | Buy |
25,743
+386
| +2% | +$15.7K | 0.15% | 43 |
|
|
2016
Q3 | $1.04M | Buy |
25,357
+463
| +2% | +$19K | 0.15% | 45 |
|
|
2016
Q2 | $997K | Sell |
24,894
-447
| -2% | -$17.9K | 0.16% | 50 |
|
|
2016
Q1 | $1M | Buy |
25,341
+456
| +2% | +$18K | 0.18% | 44 |
|
|
2015
Q4 | $968K | Sell |
24,885
-623
| -2% | -$24.2K | 0.21% | 31 |
|
|
2015
Q3 | $973K | Sell |
25,508
-641
| -2% | -$24.5K | 0.22% | 30 |
|
|
2015
Q2 | $1.06M | Buy |
26,149
+560
| +2% | +$22.7K | 0.22% | 29 |
|
|
2015
Q1 | $1.05M | Sell |
25,589
-596
| -2% | -$24.3K | 0.22% | 28 |
|
|
2014
Q4 | $1.05M | Sell |
26,185
-444
| -2% | -$17.8K | 0.24% | 23 |
|
|
2014
Q3 | $1.05M | Sell |
26,629
-1,701
| -6% | -$67.1K | 0.24% | 19 |
|
|
2014
Q2 | $1.15M | Sell |
28,330
-2,431
| -8% | -$98.4K | 0.26% | 19 |
|
|
2014
Q1 | $1.2M | Sell |
30,761
-1,490
| -5% | -$58.3K | 0.29% | 16 |
|
|
2013
Q4 | $1.24M | Buy |
32,251
+862
| +3% | +$33.2K | 0.3% | 18 |
|
|
2013
Q3 | $1.16M | Buy |
31,389
+1,059
| +3% | +$39K | 0.3% | 18 |
|
|
2013
Q2 | $1.08M | Buy |
+30,330
| New | +$1.08M | 0.3% | 18 |
|