B. Riley Wealth Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $336K | Buy |
+4,352
| New | +$336K | 0.02% | 645 |
|
2024
Q4 | $1.27M | Sell |
19,214
-9,674
| -33% | -$640K | 0.04% | 378 |
|
2024
Q3 | $2.09M | Sell |
28,888
-1,877
| -6% | -$136K | 0.06% | 307 |
|
2024
Q2 | $2.08M | Sell |
30,765
-2,012
| -6% | -$136K | 0.05% | 329 |
|
2024
Q1 | $1.97M | Buy |
32,777
+228
| +0.7% | +$13.7K | 0.05% | 363 |
|
2023
Q4 | $2.11M | Sell |
32,549
-228
| -0.7% | -$14.8K | 0.06% | 345 |
|
2023
Q3 | $1.97M | Buy |
32,777
+4,364
| +15% | +$262K | 0.05% | 363 |
|
2023
Q2 | $1.78M | Buy |
28,413
+3,798
| +15% | +$238K | 0.04% | 403 |
|
2023
Q1 | $1.52M | Sell |
24,615
-172
| -0.7% | -$10.7K | 0.04% | 427 |
|
2022
Q4 | $1.43M | Buy |
24,787
+9,867
| +66% | +$571K | 0.04% | 430 |
|
2022
Q3 | $760K | Sell |
14,920
-1,325
| -8% | -$67.5K | 0.02% | 597 |
|
2022
Q2 | $927K | Buy |
16,245
+6,818
| +72% | +$389K | 0.04% | 441 |
|
2022
Q1 | $629K | Sell |
9,427
-1,158
| -11% | -$77.3K | 0.02% | 634 |
|
2021
Q4 | $752K | Buy |
10,585
+5,744
| +119% | +$408K | 0.02% | 630 |
|
2021
Q3 | $344K | Buy |
4,841
+382
| +9% | +$27.1K | 0.01% | 974 |
|
2021
Q2 | $328K | Buy |
4,459
+50
| +1% | +$3.68K | 0.01% | 971 |
|
2021
Q1 | $312K | Buy |
+4,409
| New | +$312K | 0.01% | 975 |
|
2019
Q2 | – | Sell |
-6,433
| Closed | -$374K | – | 812 |
|
2019
Q1 | $374K | Buy |
6,433
+1,644
| +34% | +$95.6K | 0.05% | 425 |
|
2018
Q4 | $252K | Buy |
+4,789
| New | +$252K | 0.04% | 499 |
|