Evensky & Katz’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Evensky & Katz’s Portfolio AOM Stock Details AOM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,592	Closed	-$72K	–	76
2021 Q4	$72K	Sell	1,592 -2,073	-57%	-$93.8K	0.01%	67
2021 Q3	$164K	Buy	+3,665	New	+$164K	0.02%	58
2021 Q2	–	Sell	-810	Closed	-$35K	–	73
2021 Q1	$35K	Buy	810 +577	+248%	+$24.9K	﹤0.01%	68
2020 Q4	$10K	Buy	233 +1	+0.4%	+$43	﹤0.01%	71
2020 Q3	$10K	Sell	232 -26,265	-99%	-$1.13M	﹤0.01%	74
2020 Q2	$1.06M	Buy	26,497 +4,340	+20%	+$173K	0.15%	42
2020 Q1	$777K	Buy	22,157 +21,000	+1,815%	+$736K	0.12%	45
2019 Q4	$46K	Sell	1,157 -30,376	-96%	-$1.21M	0.01%	84
2019 Q3	$1.24M	Buy	31,533 +15,212	+93%	+$598K	0.17%	47
2019 Q2	$637K	Sell	16,321 -17,124	-51%	-$668K	0.09%	58
2019 Q1	$1.27M	Buy	33,445 +26,720	+397%	+$1.02M	0.18%	45
2018 Q4	$239K	Sell	6,725 -54,747	-89%	-$1.95M	0.04%	52
2018 Q3	$2.33M	Buy	61,472 +40,014	+186%	+$1.52M	0.34%	22
2018 Q2	$805K	Buy	21,458 +20,347	+1,831%	+$763K	0.14%	34
2018 Q1	$41K	Sell	1,111 -4,756	-81%	-$176K	0.01%	50
2017 Q4	$223K	Sell	5,867 -62,630	-91%	-$2.38M	0.04%	35
2017 Q3	$2.6M	Buy	68,497 +51,118	+294%	+$1.94M	0.45%	17
2017 Q2	$647K	Buy	17,379 +11,334	+187%	+$422K	0.12%	30
2017 Q1	$220K	Buy	6,045 +5,671	+1,516%	+$206K	0.04%	34
2016 Q4	$13K	Sell	374 -69,956	-99%	-$2.43M	﹤0.01%	43
2016 Q3	$2.54M	Buy	70,330 +63,331	+905%	+$2.29M	0.51%	17
2016 Q2	$247K	Buy	6,999 +2,258	+48%	+$79.7K	0.05%	38
2016 Q1	$165K	Sell	4,741 -28,719	-86%	-$1,000K	0.04%	40
2015 Q4	$982K	Buy	33,460 +15,203	+83%	+$446K	0.24%	29
2015 Q3	$618K	Buy	18,257 +17,284	+1,776%	+$585K	0.17%	33
2015 Q2	$34K	Sell	973 -4,041	-81%	-$141K	0.01%	41
2015 Q1	$179K	Buy	5,014 +766	+18%	+$27.3K	0.05%	39
2014 Q4	$149K	Buy	4,248 +3,995	+1,579%	+$140K	0.04%	33
2014 Q3	$9K	Buy	+253	New	+$9K	﹤0.01%	42