FM
Family 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 | $5M | Sell |
64,672
-1,877
| -3% | -$145K | 0.75% | 35 |
|
|
2025
Q1 | $4.65M | Sell |
66,549
-5,197
| -7% | -$363K | 0.76% | 36 |
|
|
2024
Q4 | $4.75M | Sell |
71,746
-17,461
| -20% | -$1.15M | 0.76% | 32 |
|
|
2024
Q3 | $6.48M | Sell |
89,207
-13,849
| -13% | -$1.01M | 1.07% | 21 |
|
|
2024
Q2 | $6.96M | Sell |
103,056
-17,204
| -14% | -$1.16M | 1.22% | 20 |
|
|
2024
Q1 | $8.16M | Buy |
+120,260
| New | +$8.16M | 1.5% | 16 |
|
|
2020
Q3 | – | Sell |
-44,022
| Closed | -$2.4M | – | 143 |
|
|
2020
Q2 | $2.4M | Sell |
44,022
-4,720
| -10% | -$257K | 0.98% | 34 |
|
|
2020
Q1 | $2.29M | Sell |
48,742
-9,909
| -17% | -$466K | 1.14% | 28 |
|
|
2019
Q4 | $3.63M | Sell |
58,651
-121
| -0.2% | -$7.49K | 1.25% | 24 |
|
|
2019
Q3 | $3.4M | Buy |
58,772
+3,396
| +6% | +$196K | 1.27% | 25 |
|
|
2019
Q2 | $3.25M | Buy |
55,376
+30,628
| +124% | +$1.8M | 1.27% | 22 |
|
|
2019
Q1 | $1.44M | Sell |
24,748
-5,063
| -17% | -$294K | 0.62% | 50 |
|
|
2018
Q4 | $1.57M | Buy |
+29,811
| New | +$1.57M | 0.66% | 44 |
|