CTWM
Cherry Tree Wealth Management’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 | $651K | Buy |
8,418
+2
| +0% | +$155 | 0.15% | 80 |
|
|
2025
Q1 | $588K | Hold |
8,416
| – | – | 0.14% | 82 |
|
|
2024
Q4 | $557K | Buy |
8,416
+1
| +0% | +$66 | 0.14% | 85 |
|
|
2024
Q3 | $611K | Hold |
8,415
| – | – | 0.14% | 83 |
|
|
2024
Q2 | $569K | Buy |
8,415
+213
| +3% | +$14.4K | 0.14% | 82 |
|
|
2024
Q1 | $557K | Hold |
8,202
| – | – | 0.14% | 81 |
|
|
2023
Q4 | $533K | Buy |
8,202
+2
| +0% | +$130 | 0.14% | 79 |
|
|
2023
Q3 | $492K | Sell |
8,200
-82
| -1% | -$4.92K | 0.14% | 82 |
|
|
2023
Q2 | $519K | Buy |
+8,282
| New | +$519K | 0.15% | 81 |
|