KPWG
KFA Private Wealth Group’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 | $8.34M | Buy |
107,830
+2,100
| +2% | +$162K | 2.58% | 10 |
|
|
2025
Q1 | $7.38M | Buy |
105,730
+49,076
| +87% | +$3.43M | 2.58% | 11 |
|
|
2024
Q4 | $3.75M | Buy |
56,654
+18,498
| +48% | +$1.22M | 1.57% | 17 |
|
|
2024
Q3 | $2.77M | Sell |
38,156
-9,612
| -20% | -$698K | 1.32% | 18 |
|
|
2024
Q2 | $3.23M | Sell |
47,768
-17,994
| -27% | -$1.22M | 1.67% | 14 |
|
|
2024
Q1 | $4.46M | Buy |
65,762
+4,350
| +7% | +$295K | 1.38% | 14 |
|
|
2023
Q4 | $3.99M | Buy |
61,412
+5,293
| +9% | +$344K | 1.43% | 14 |
|
|
2023
Q3 | $3.37M | Buy |
56,119
+3,067
| +6% | +$184K | 1.4% | 14 |
|
|
2023
Q2 | $3.32M | Buy |
53,052
+1,732
| +3% | +$108K | 1.38% | 14 |
|
|
2023
Q1 | $3.18M | Buy |
51,320
+4,837
| +10% | +$300K | 1.45% | 14 |
|
|
2022
Q4 | $2.69M | Sell |
46,483
-13,676
| -23% | -$792K | 1.37% | 15 |
|
|
2022
Q3 | $3.06M | Buy |
60,159
+2,916
| +5% | +$148K | 1.63% | 14 |
|
|
2022
Q2 | $3.27M | Buy |
57,243
+421
| +0.7% | +$24K | 1.81% | 13 |
|
|
2022
Q1 | $3.78M | Buy |
56,822
+3,475
| +7% | +$231K | 1.9% | 14 |
|
|
2021
Q4 | $3.78M | Buy |
53,347
+3,829
| +8% | +$272K | 1.88% | 13 |
|
|
2021
Q3 | $3.52M | Buy |
49,518
+2,413
| +5% | +$171K | 1.92% | 13 |
|
|
2021
Q2 | $3.45M | Buy |
47,105
+20
| +0% | +$1.47K | 1.89% | 13 |
|
|
2021
Q1 | $3.31M | Buy |
47,085
+2,921
| +7% | +$205K | 1.93% | 14 |
|
|
2020
Q4 | $2.97M | Buy |
44,164
+513
| +1% | +$34.5K | 1.88% | 15 |
|
|
2020
Q3 | $2.55M | Buy |
43,651
+13,349
| +44% | +$779K | 1.91% | 15 |
|
|
2020
Q2 | $1.65M | Sell |
30,302
-10,681
| -26% | -$582K | 1.59% | 14 |
|
|
2020
Q1 | $1.93M | Sell |
40,983
-3,328
| -8% | -$156K | 2.28% | 11 |
|
|
2019
Q4 | $2.74M | Buy |
+44,311
| New | +$2.74M | 2.52% | 8 |
|