Accurate Wealth Management’s WisdomTree International Efficient Core Fund NTSI Stock Holding History

Accurate Wealth Management’s Portfolio NTSI Stock Details NTSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4,599	Closed	-$211K	–	598
2026 Q1	$211K	Sell	4,599 -924	-17%	-$42.1K	0.03%	507
2025 Q4	$250K	Sell	5,523 -478	-8%	-$20.9K	0.03%	445
2025 Q3	$259K	Sell	6,001 -264	-4%	-$11K	0.03%	424
2025 Q2	$257K	Sell	6,265 -1,769	-22%	-$69.3K	0.04%	382
2025 Q1	$292K	Sell	8,034 -39,145	-83%	-$1.46M	0.06%	291
2024 Q4	$1.63M	Sell	47,179 -2,342	-5%	-$86K	0.31%	79
2024 Q3	$1.87M	Buy	49,521 +18,933	+62%	+$718K	0.38%	71
2024 Q2	$1.15M	Buy	+30,588	New	+$1.12M	0.28%	86

Other funds holding NTSI

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return