Institutions / Edge Financial Advisors LLC / Activity
Activity — Edge Financial Advisors LLC
159 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | New | 25434V401 Common stock | $28.20M | +380K | 380,180 11.87% of portfolio | medium |
| Q4 2025 as of | New | 025072174 Common stock | $12.12M | +165K | 164,799 5.10% of portfolio | medium |
| Q4 2025 as of | New | BlackRock ETF Trust - iShares International Country Rotation Active ETF Common stock | $10.01M | +165K | 164,620 4.21% of portfolio | medium |
| Q4 2025 as of | New | 46641Q761 Common stock | $9.04M | +143K | 143,068 3.80% of portfolio | medium |
| Q4 2025 as of | Add | iShares MSCI UAE ETF Common stock | $8.95M | +60K +1781.94% | 63,572 3.98% of portfolio | medium |
| Q4 2025 as of | Add | 25434V831 Common stock | $7.70M | +203K +321.09% | 265,613 4.25% of portfolio | medium |
| Q4 2025 as of | Add | 25434V203 Common stock | $6.27M | +165K +267.49% | 226,035 3.62% of portfolio | medium |
| Q4 2025 as of | New | 92206C102 Common stock | $6.24M | +106K | 106,196 2.62% of portfolio | medium |
| Q4 2025 as of | Add | iShares MSCI UAE ETF Common stock | $4.59M | +54K +1801.50% | 57,235 2.04% of portfolio | low |
| Q4 2025 as of | Add | 464287200 Common stock | $3.38M | +5K +597.94% | 5,758 1.66% of portfolio | low |
| Q4 2025 as of | New | 25434V302 Common stock | $3.29M | +101K | 100,959 1.38% of portfolio | low |
| Q4 2025 as of | Add | 464287226 Common stock | $3.22M | +32K +577.31% | 37,794 1.59% of portfolio | low |
| Q4 2025 as of | Trim | 78462F103 Common stock | $-3.21M | -5K -21.54% | 17,118 4.91% of portfolio | low |
| Q4 2025 as of | New | 922908637 Common stock | $2.87M | +9K | 9,132 1.21% of portfolio | low |
| Q4 2025 as of | New | iShares MSCI UAE ETF Common stock | $2.83M | +14K | 14,271 1.19% of portfolio | low |
| Q4 2025 as of | New | 25434V765 Common stock | $2.58M | +81K | 81,458 1.09% of portfolio | low |
| Q4 2025 as of | Exit | 922908363 Common stock | $-2.39M | -5K -100.00% | 0 | low |
| Q4 2025 as of | Exit | 46137V241 Common stock | $-2.16M | -34K -100.00% | 0 | low |
| Q4 2025 as of | Exit | 69374H816 Common stock | $-2.11M | -43K -100.00% | 0 | low |
| Q4 2025 as of | New | 01989A209 Common stock | $2.09M | +84K | 83,691 0.88% of portfolio | low |
| Q4 2025 as of | Trim | 25434V708 Common stock | $-2.08M | -53K -81.26% | 12,129 0.20% of portfolio | low |
| Q4 2025 as of | New | 921943858 Common stock | $2.05M | +33K | 32,890 0.86% of portfolio | low |
| Q4 2025 as of | Exit | 92189F643 Common stock | $-2.02M | -23K -100.00% | 0 | low |
| Q4 2025 as of | New | 464288109 Common stock | $2.02M | +21K | 21,363 0.85% of portfolio | low |
| Q4 2025 as of | Exit | 78463X434 Common stock | $-1.98M | -27K -100.00% | 0 | low |
| Q4 2025 as of | Exit | 69374H881 Common stock | $-1.97M | -36K -100.00% | 0 | low |
| Q4 2025 as of | New | Accenture plc Common stock | $1.92M | +4K | 3,569 0.81% of portfolio | low |
| Q4 2025 as of | Exit | 46434V456 Common stock | $-1.91M | -49K -100.00% | 0 | low |
| Q4 2025 as of | New | 464287127 Common stock | $1.89M | +20K | 20,007 0.79% of portfolio | low |
| Q4 2025 as of | Exit | 78463X426 Common stock | $-1.86M | -32K -100.00% | 0 | low |
| Q4 2025 as of | Exit | 46432F842 Common stock | $-1.85M | -25K -100.00% | 0 | low |
| Q4 2025 as of | New | 46641Q332 Common stock | $1.67M | +29K | 29,109 0.70% of portfolio | low |
| Q4 2025 as of | New | 464285204 Common stock | $1.58M | +20K | 19,505 0.67% of portfolio | low |
| Q4 2025 as of | Trim | 922042858 Common stock | $-1.57M | -29K -83.31% | 5,842 0.13% of portfolio | low |
| Q4 2025 as of | New | 46434V282 Common stock | $1.54M | +22K | 22,146 0.65% of portfolio | low |
| Q4 2025 as of | Exit | 25434V732 Common stock | $-1.53M | -57K -100.00% | 0 | low |
| Q4 2025 as of | New | 921909768 Common stock | $1.53M | +20K | 20,299 0.64% of portfolio | low |
| Q4 2025 as of | Exit | 25434V740 Common stock | $-1.52M | -55K -100.00% | 0 | low |
| Q4 2025 as of | Exit | 46138E727 Common stock | $-1.50M | -74K -100.00% | 0 | low |
| Q4 2025 as of | New | 921937835 Common stock | $1.44M | +19K | 19,401 0.60% of portfolio | low |
| Q4 2025 as of | Exit | 69374H725 Common stock | $-1.43M | -33K -100.00% | 0 | low |
| Q4 2025 as of | Exit | 132061201 Common stock | $-1.42M | -21K -100.00% | 0 | low |
| Q4 2025 as of | New | 46138G664 Common stock | $1.40M | +29K | 28,770 0.59% of portfolio | low |
| Q4 2025 as of | Exit | 921932885 Common stock | $-1.38M | -14K -100.00% | 0 | low |
| Q4 2025 as of | Exit | 46137V472 Common stock | $-1.35M | -14K -100.00% | 0 | low |
| Q4 2025 as of | New | 464288513 Common stock | $1.35M | +17K | 16,702 0.57% of portfolio | low |
| Q4 2025 as of | New | Broadcom Inc. Common stock | $1.20M | +2K | 1,736 0.51% of portfolio | low |
| Q4 2025 as of | Trim | 46090E103 Common stock | $-1.18M | -2K -42.46% | 2,605 0.67% of portfolio | low |
| Q4 2025 as of | New | iShares MSCI UAE ETF Common stock | $1.12M | +10K | 10,140 0.47% of portfolio | low |
| Q4 2025 as of | New | 46641Q837 Common stock | $1.11M | +22K | 21,883 0.47% of portfolio | low |