FWA
FSM Wealth Advisors’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 | $782K | Buy |
10,174
+22
| +0.2% | +$1.69K | 0.13% | 104 |
|
2025
Q1 | $709K | Sell |
10,152
-1,195
| -11% | -$83.4K | 0.16% | 85 |
|
2024
Q4 | $753K | Sell |
11,347
-549
| -5% | -$36.5K | 0.18% | 74 |
|
2024
Q3 | $864K | Buy |
11,896
+36
| +0.3% | +$2.62K | 0.23% | 64 |
|
2024
Q2 | $801K | Buy |
11,860
+18
| +0.2% | +$1.22K | 0.27% | 62 |
|
2024
Q1 | $804K | Buy |
11,842
+4,787
| +68% | +$325K | 0.29% | 60 |
|
2023
Q4 | $458K | Sell |
7,055
-1,476
| -17% | -$95.8K | 0.19% | 89 |
|
2023
Q3 | $512K | Buy |
8,531
+17
| +0.2% | +$1.02K | 0.26% | 75 |
|
2023
Q2 | $532K | Buy |
8,514
+2,025
| +31% | +$126K | 0.27% | 76 |
|
2023
Q1 | $402K | Sell |
6,489
-1,184
| -15% | -$73.4K | 0.23% | 92 |
|
2022
Q4 | $444K | Buy |
7,673
+397
| +5% | +$23K | 0.32% | 79 |
|
2022
Q3 | $371K | Buy |
7,276
+19
| +0.3% | +$969 | 0.31% | 83 |
|
2022
Q2 | $427K | Buy |
+7,257
| New | +$427K | 0.42% | 66 |
|