OBWG
Onyx Bridge 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 | – | Sell |
-3,386
| Closed | -$236K | – | 321 |
|
|
2025
Q1 | $236K | Sell |
3,386
-7,478
| -69% | -$522K | 0.03% | 244 |
|
|
2024
Q4 | $719K | Sell |
10,864
-517
| -5% | -$34.2K | 0.1% | 126 |
|
|
2024
Q3 | $827K | Sell |
11,381
-7,294
| -39% | -$530K | 0.12% | 121 |
|
|
2024
Q2 | $1.26M | Buy |
18,675
+565
| +3% | +$38.2K | 0.21% | 86 |
|
|
2024
Q1 | $1.21M | Sell |
18,110
-157,236
| -90% | -$10.5M | 0.22% | 86 |
|
|
2023
Q4 | $11.4M | Buy |
175,346
+159,725
| +1,023% | +$10.4M | 2.3% | 11 |
|
|
2023
Q3 | $937K | Sell |
15,621
-157,065
| -91% | -$9.42M | 0.22% | 75 |
|
|
2023
Q2 | $10.8M | Buy |
172,686
+12,973
| +8% | +$812K | 2.59% | 8 |
|
|
2023
Q1 | $9.89M | Buy |
159,713
+34,754
| +28% | +$2.15M | 3.95% | 6 |
|
|
2022
Q4 | $7.53M | Buy |
124,959
+67,566
| +118% | +$4.07M | 3.06% | 9 |
|
|
2022
Q3 | $2.9M | Sell |
57,393
-78,501
| -58% | -$3.97M | 1.32% | 15 |
|
|
2022
Q2 | $7.8M | Buy |
135,894
+34,790
| +34% | +$2M | 3.48% | 8 |
|
|
2022
Q1 | $6.26M | Sell |
101,104
-359,463
| -78% | -$22.2M | 2.37% | 13 |
|
|
2021
Q4 | $32.9M | Sell |
460,567
-94,544
| -17% | -$6.75M | 11.09% | 2 |
|
|
2021
Q3 | $40.5M | Buy |
555,111
+448,526
| +421% | +$32.7M | 15.2% | 1 |
|
|
2021
Q2 | $7.7M | Buy |
106,585
+80,130
| +303% | +$5.79M | 3.33% | 8 |
|
|
2021
Q1 | $1.86M | Buy |
+26,455
| New | +$1.86M | 0.93% | 16 |
|