Efficient Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Efficient Advisors’s Portfolio ITOT Stock Details ITOT Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$352K	Sell	2,605 -136	-5%	-$18.4K	0.02%	89
2025 Q1	$334K	Sell	2,741 -317	-10%	-$38.7K	0.02%	56
2024 Q4	$393K	Sell	3,058 -110	-3%	-$14.1K	0.03%	59
2024 Q3	$398K	Sell	3,168 -320	-9%	-$40.2K	0.03%	59
2024 Q2	$414K	Sell	3,488 -591	-14%	-$70.2K	0.03%	58
2024 Q1	$470K	Sell	4,079 -1,003	-20%	-$116K	0.03%	55
2023 Q4	$535K	Sell	5,082 -191	-4%	-$20.1K	0.04%	53
2023 Q3	$497K	Sell	5,273 -485	-8%	-$45.7K	0.03%	57
2023 Q2	$563K	Buy	5,758 +267	+5%	+$26.1K	0.04%	57
2023 Q1	$497K	Sell	5,491 -45	-0.8%	-$4.08K	0.03%	56
2022 Q4	$469K	Buy	5,536 +59	+1%	+$5K	0.05%	52
2022 Q3	$436K	Sell	5,477 -495	-8%	-$39.4K	0.04%	52
2022 Q2	$500K	Sell	5,972 -58	-1%	-$4.86K	0.04%	46
2022 Q1	$609K	Sell	6,030 -244	-4%	-$24.6K	0.05%	46
2021 Q4	$671K	Sell	6,274 -572	-8%	-$61.2K	0.05%	47
2021 Q3	$673K	Sell	6,846 -493	-7%	-$48.5K	0.06%	47
2021 Q2	$725K	Sell	7,339 -721	-9%	-$71.2K	0.09%	47
2021 Q1	$738K	Sell	8,060 -1,414	-15%	-$129K	0.1%	45
2020 Q4	$817K	Sell	9,474 -2,049	-18%	-$177K	0.12%	49
2020 Q3	$870K	Sell	11,523 -1,571	-12%	-$119K	0.16%	37
2020 Q2	$909K	Sell	13,094 -29	-0.2%	-$2.01K	0.17%	36
2020 Q1	$751K	Sell	13,123 -1,166	-8%	-$66.7K	0.16%	38
2019 Q4	$1.04M	Sell	14,289 -760	-5%	-$55.3K	0.18%	35
2019 Q3	$1.01M	Sell	15,049 -6,727	-31%	-$451K	0.18%	36
2019 Q2	$1.45M	Sell	21,776 -1,918	-8%	-$128K	0.25%	28
2019 Q1	$1.53M	Sell	23,694 -1,866	-7%	-$120K	0.27%	28
2018 Q4	$1.45M	Sell	25,560 -1,897	-7%	-$108K	0.27%	28
2018 Q3	$1.83M	Sell	27,457 -1,246	-4%	-$83K	0.31%	27
2018 Q2	$1.79M	Sell	28,703 -1,450	-5%	-$90.6K	0.31%	27
2018 Q1	$1.82M	Sell	30,153 -3,805	-11%	-$230K	0.31%	27
2017 Q4	$2.08M	Sell	33,958 -3,913	-10%	-$239K	0.35%	26
2017 Q3	$2.18M	Sell	37,871 -3,077	-8%	-$177K	0.38%	25
2017 Q2	$2.27M	Sell	40,948 -2,638	-6%	-$146K	0.33%	30
2017 Q1	$2.36M	Sell	43,586 -1,779	-4%	-$96.1K	0.33%	32
2016 Q4	$2.33M	Sell	45,365 -1,375	-3%	-$70.5K	0.33%	32
2016 Q3	$2.32M	Buy	46,740 +22,382	+92%	+$1.11M	0.34%	33
2016 Q2	$2.32M	Sell	24,358 -1,504	-6%	-$143K	0.37%	35
2016 Q1	$2.41M	Sell	25,862 -2,828	-10%	-$264K	0.43%	28
2015 Q4	$2.66M	Sell	28,690 -1,820	-6%	-$169K	0.58%	19
2015 Q3	$2.67M	Sell	30,510 -1,172	-4%	-$103K	0.6%	19
2015 Q2	$2.99M	Sell	31,682 -2,350	-7%	-$222K	0.62%	15
2015 Q1	$3.22M	Sell	34,032 -2,695	-7%	-$255K	0.69%	15
2014 Q4	$3.45M	Sell	36,727 -3,487	-9%	-$327K	0.79%	15
2014 Q3	$3.61M	Sell	40,214 -2,563	-6%	-$230K	0.83%	15
2014 Q2	$3.83M	Sell	42,777 -3,801	-8%	-$341K	0.87%	15
2014 Q1	$4M	Sell	46,578 -3,552	-7%	-$305K	0.96%	14
2013 Q4	$4.24M	Sell	50,130 -2,882	-5%	-$244K	1.03%	15
2013 Q3	$4.09M	Sell	53,012 -5,331	-9%	-$411K	1.05%	15
2013 Q2	$4.27M	Buy	+58,343	New	+$4.27M	1.19%	15