Kohmann Bosshard Financial Services’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-16,367
| Closed | -$1.14M | – | 200 |
|
2025
Q1 | $1.14M | Buy |
16,367
+1,850
| +13% | +$129K | 0.13% | 71 |
|
2024
Q4 | $960K | Buy |
14,517
+228
| +2% | +$15.1K | 0.12% | 79 |
|
2024
Q3 | $1.04M | Sell |
14,289
-385
| -3% | -$28K | 0.13% | 74 |
|
2024
Q2 | $991K | Buy |
14,674
+2,433
| +20% | +$164K | 0.13% | 74 |
|
2024
Q1 | $831K | Sell |
12,241
-1,340
| -10% | -$90.9K | 0.12% | 84 |
|
2023
Q4 | $882K | Buy |
+13,581
| New | +$882K | 0.13% | 79 |
|
2021
Q1 | – | Sell |
-6,663
| Closed | -$448K | – | 104 |
|
2020
Q4 | $448K | Hold |
6,663
| – | – | 0.14% | 64 |
|
2020
Q3 | $389K | Buy |
+6,663
| New | +$389K | 0.14% | 65 |
|
2020
Q2 | – | Sell |
-4,213
| Closed | -$198K | – | 126 |
|
2020
Q1 | $198K | Hold |
4,213
| – | – | 0.09% | 78 |
|
2019
Q4 | $261K | Hold |
4,213
| – | – | 0.1% | 68 |
|
2019
Q3 | $243K | Hold |
4,213
| – | – | 0.1% | 69 |
|
2019
Q2 | $247K | Buy |
+4,213
| New | +$247K | 0.1% | 70 |
|