BSW
Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $19.6M | Sell |
289,557
-10,134
| -3% | -$685K | 0.2% | 62 |
|
|
2024
Q1 | $20.3M | Sell |
299,691
-9,826
| -3% | -$667K | 0.21% | 62 |
|
|
2023
Q4 | $20.1M | Buy |
309,517
+70,621
| +30% | +$4.59M | 0.24% | 60 |
|
|
2023
Q3 | $14.3M | Buy |
238,896
+322
| +0.1% | +$19.3K | 0.2% | 59 |
|
|
2023
Q2 | $14.9M | Sell |
238,574
-22
| -0% | -$1.38K | 0.21% | 58 |
|
|
2023
Q1 | $13.8M | Hold |
238,596
| – | – | 0.25% | 53 |
|
|
2022
Q4 | $13.8M | Sell |
238,596
-7,568
| -3% | -$438K | 0.25% | 53 |
|
|
2022
Q3 | $12.5M | Buy |
246,164
+138,004
| +128% | +$7.03M | 0.26% | 50 |
|
|
2022
Q2 | $6.17M | Buy |
108,160
+32,278
| +43% | +$1.84M | 0.12% | 93 |
|
|
2022
Q1 | $5.05M | Buy |
75,882
+50,717
| +202% | +$3.38M | 0.1% | 106 |
|
|
2021
Q4 | $1.79M | Buy |
25,165
+15,960
| +173% | +$1.13M | 0.03% | 195 |
|
|
2021
Q3 | $654K | Buy |
9,205
+204
| +2% | +$14.5K | 0.01% | 309 |
|
|
2021
Q2 | $660K | Buy |
9,001
+88
| +1% | +$6.45K | 0.02% | 302 |
|
|
2021
Q1 | $626K | Sell |
8,913
-35
| -0.4% | -$2.46K | 0.03% | 287 |
|
|
2020
Q4 | $601K | Buy |
8,948
+43
| +0.5% | +$2.89K | 0.03% | 286 |
|
|
2020
Q3 | $520K | Buy |
8,905
+245
| +3% | +$14.3K | 0.04% | 254 |
|
|
2020
Q2 | $472K | Buy |
8,660
+35
| +0.4% | +$1.91K | 0.04% | 225 |
|
|
2020
Q1 | $405K | Buy |
+8,625
| New | +$405K | 0.04% | 279 |
|