Dougherty Wealth Advisers’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.46M | Buy |
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|
2025
Q2 | $4.08M | Buy |
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|
2025
Q1 | $3.52M | Buy |
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|
2024
Q4 | $3.28M | Buy |
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|
2024
Q3 | $3.31M | Buy |
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|
2024
Q2 | $2.88M | Sell |
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|
2024
Q1 | $2.96M | Buy |
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|
2023
Q4 | $2.81M | Buy |
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|
2023
Q3 | $2.44M | Sell |
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|
2023
Q2 | $2.55M | Buy |
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|
2023
Q1 | $2.48M | Buy |
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|
2022
Q4 | $2.31M | Buy |
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|
2022
Q3 | $1.9M | Buy |
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|
2022
Q2 | $2.09M | Buy |
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|
2022
Q1 | $2.4M | Buy |
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|
2021
Q4 | $2.5M | Buy |
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|
2021
Q3 | $2.43M | Sell |
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|
2021
Q2 | $2.51M | Sell |
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|
2021
Q1 | $2.44M | Sell |
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|
2020
Q4 | $2.35M | Buy |
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|
2020
Q3 | $683K | Sell |
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|
2020
Q2 | $654K | Buy |
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|
2020
Q1 | $507K | Sell |
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|
2019
Q4 | $715K | Sell |
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|
2019
Q3 | $669K | Sell |
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|
2019
Q2 | $898K | Buy |
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|
2019
Q1 | $703K | Buy |
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|
2018
Q4 | $660K | Buy |
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