FWM
ForthRight 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 | $276K | Buy |
3,566
+610
| +21% | +$47.2K | 0.09% | 58 |
|
2025
Q1 | $206K | Buy |
+2,956
| New | +$206K | 0.07% | 64 |
|
2024
Q4 | – | Sell |
-2,980
| Closed | -$216K | – | 62 |
|
2024
Q3 | $216K | Sell |
2,980
-732
| -20% | -$53.2K | 0.07% | 61 |
|
2024
Q2 | $251K | Buy |
3,712
+5
| +0.1% | +$338 | 0.09% | 56 |
|
2024
Q1 | $252K | Hold |
3,707
| – | – | 0.09% | 57 |
|
2023
Q4 | $241K | Sell |
3,707
-362
| -9% | -$23.5K | 0.09% | 53 |
|
2023
Q3 | $244K | Hold |
4,069
| – | – | 0.11% | 49 |
|
2023
Q2 | $255K | Sell |
4,069
-18
| -0.4% | -$1.13K | 0.11% | 48 |
|
2023
Q1 | $253K | Buy |
+4,087
| New | +$253K | 0.12% | 45 |
|
2021
Q1 | – | Sell |
-2,678
| Closed | -$180K | – | 109 |
|
2020
Q4 | $180K | Buy |
+2,678
| New | +$180K | 0.14% | 32 |
|