BFWA
Benchmark Financial 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 | $417K | Buy |
5,397
+22
| +0.4% | +$1.7K | 0.14% | 76 |
|
|
2025
Q1 | $375K | Sell |
5,375
-407
| -7% | -$28.4K | 0.14% | 71 |
|
|
2024
Q4 | $382K | Sell |
5,782
-818
| -12% | -$54.1K | 0.12% | 69 |
|
|
2024
Q3 | $479K | Sell |
6,600
-252
| -4% | -$18.3K | 0.16% | 57 |
|
|
2024
Q2 | $463K | Sell |
6,852
-5,156
| -43% | -$348K | 0.17% | 52 |
|
|
2024
Q1 | $815K | Sell |
12,008
-1,119
| -9% | -$75.9K | 0.31% | 34 |
|
|
2023
Q4 | $852K | Buy |
13,127
+130
| +1% | +$8.44K | 0.37% | 33 |
|
|
2023
Q3 | $780K | Hold |
12,997
| – | – | 0.37% | 32 |
|
|
2023
Q2 | $814K | Sell |
12,997
-224
| -2% | -$14K | 0.38% | 31 |
|
|
2023
Q1 | $819K | Sell |
13,221
-1,604
| -11% | -$99.4K | 0.42% | 25 |
|
|
2022
Q4 | $858K | Sell |
14,825
-739
| -5% | -$42.8K | 0.47% | 26 |
|
|
2022
Q3 | $793K | Sell |
15,564
-134,710
| -90% | -$6.86M | 0.47% | 29 |
|
|
2022
Q2 | $8.57M | Sell |
150,274
-15,101
| -9% | -$861K | 4.39% | 8 |
|
|
2022
Q1 | $11M | Buy |
165,375
+1,107
| +0.7% | +$73.7K | 4.68% | 7 |
|
|
2021
Q4 | $11.7M | Buy |
164,268
+2,566
| +2% | +$182K | 4.87% | 6 |
|
|
2021
Q3 | $11.5M | Sell |
161,702
-2,325
| -1% | -$165K | 5.46% | 5 |
|
|
2021
Q2 | $12M | Buy |
164,027
+6,587
| +4% | +$483K | 5.74% | 5 |
|
|
2021
Q1 | $11.1M | Sell |
157,440
-4,279
| -3% | -$301K | 6.04% | 6 |
|
|
2020
Q4 | $10.9M | Buy |
161,719
+2,963
| +2% | +$199K | 5.98% | 6 |
|
|
2020
Q3 | $9.26M | Buy |
158,756
+13,318
| +9% | +$777K | 5.97% | 5 |
|
|
2020
Q2 | $7.93M | Buy |
+145,438
| New | +$7.93M | 5.83% | 5 |
|