AWA
Amplius Wealth Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.39M | Buy |
56,811
+16,290
| +40% | +$1.26M | 0.41% | 38 |
|
|
2025
Q1 | $2.83M | Sell |
40,521
-1,670
| -4% | -$117K | 0.29% | 44 |
|
|
2024
Q4 | $2.79M | Sell |
42,191
-4,793
| -10% | -$317K | 0.29% | 43 |
|
|
2024
Q3 | $3.41M | Sell |
46,984
-2,312
| -5% | -$168K | 0.37% | 39 |
|
|
2024
Q2 | $3.33M | Sell |
49,296
-1,304
| -3% | -$88.1K | 0.37% | 40 |
|
|
2024
Q1 | $3.43M | Sell |
50,600
-46
| -0.1% | -$3.12K | 0.38% | 40 |
|
|
2023
Q4 | $3.29M | Sell |
50,646
-17,721
| -26% | -$1.15M | 0.4% | 40 |
|
|
2023
Q3 | $4.1M | Sell |
68,367
-2,247
| -3% | -$135K | 0.55% | 36 |
|
|
2023
Q2 | $4.42M | Buy |
70,614
+12,234
| +21% | +$766K | 0.6% | 34 |
|
|
2023
Q1 | $3.62M | Buy |
58,380
+15,995
| +38% | +$991K | 0.52% | 36 |
|
|
2022
Q4 | $2.45M | Sell |
42,385
-36,106
| -46% | -$2.09M | 0.39% | 43 |
|
|
2022
Q3 | $4M | Buy |
78,491
+3,969
| +5% | +$202K | 0.71% | 29 |
|
|
2022
Q2 | $4.25M | Sell |
74,522
-61,929
| -45% | -$3.53M | 0.69% | 29 |
|
|
2022
Q1 | $9.08M | Sell |
136,451
-22,796
| -14% | -$1.52M | 1.4% | 20 |
|
|
2021
Q4 | $11.3M | Buy |
+159,247
| New | +$11.3M | 1.56% | 15 |
|