EFG
Ethos Financial Group’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $30.6M | Sell |
271,397
-54,600
| -17% | -$6.15M | 2.63% | 3 |
|
2025
Q1 | $36M | Sell |
325,997
-5
| -0% | -$552 | 3.44% | 2 |
|
2024
Q4 | $36M | Sell |
326,002
-7,786
| -2% | -$859K | 4.69% | 2 |
|
2024
Q3 | $36.4M | Buy |
333,788
+78,824
| +31% | +$8.59M | 6% | 2 |
|
2024
Q2 | $27.5M | Buy |
254,964
+193,524
| +315% | +$20.9M | 4.84% | 2 |
|
2024
Q1 | $6.54M | Buy |
+61,440
| New | +$6.54M | 1.24% | 28 |
|