Obermeyer Wealth Partners’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 | $256K | Buy |
3,313
+24
| +0.7% | +$1.86K | 0.01% | 239 |
|
2025
Q1 | $230K | Buy |
3,289
+16
| +0.5% | +$1.12K | 0.01% | 238 |
|
2024
Q4 | $216K | Hold |
3,273
| – | – | 0.01% | 242 |
|
2024
Q3 | $238K | Hold |
3,273
| – | – | 0.01% | 227 |
|
2024
Q2 | $221K | Buy |
3,273
+173
| +6% | +$11.7K | 0.01% | 226 |
|
2024
Q1 | $210K | Hold |
3,100
| – | – | 0.01% | 239 |
|
2023
Q4 | $201K | Buy |
+3,100
| New | +$201K | 0.01% | 210 |
|