MSWM
McGlone Suttner 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 | $341K | Buy |
4,411
+20
| +0.5% | +$1.55K | 0.05% | 147 |
|
|
2025
Q1 | $307K | Sell |
4,391
-2,888
| -40% | -$202K | 0.05% | 150 |
|
|
2024
Q4 | $481K | Sell |
7,279
-1,650
| -18% | -$109K | 0.08% | 107 |
|
|
2024
Q3 | $649K | Sell |
8,929
-1,970
| -18% | -$143K | 0.13% | 82 |
|
|
2024
Q2 | $708K | Buy |
10,899
+1,435
| +15% | +$93.2K | 0.15% | 67 |
|
|
2024
Q1 | $642K | Sell |
9,464
-1,435
| -13% | -$97.4K | 0.12% | 77 |
|
|
2023
Q4 | $708K | Sell |
10,899
-17
| -0.2% | -$1.1K | 0.14% | 67 |
|
|
2023
Q3 | $655K | Sell |
10,916
-249
| -2% | -$14.9K | 0.15% | 66 |
|
|
2023
Q2 | $699K | Sell |
11,165
-4
| -0% | -$250 | 0.16% | 63 |
|
|
2023
Q1 | $692K | Sell |
11,169
-8,701
| -44% | -$539K | 0.18% | 56 |
|
|
2022
Q4 | $1.15M | Buy |
+19,870
| New | +$1.15M | 0.36% | 38 |
|