Patriot Financial Group Insurance Agency’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.55M | Buy |
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|
2025
Q2 | $3.72M | Buy |
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|
2025
Q1 | $1.06M | Buy |
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|
2024
Q4 | $876K | Buy |
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|
2024
Q3 | $889K | Buy |
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|
2024
Q2 | $760K | Buy |
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|
2024
Q1 | $580K | Buy |
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|
2023
Q4 | $458K | Buy |
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|
2023
Q3 | $317K | Sell |
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|
2023
Q2 | $532K | Buy |
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|
2023
Q1 | $413K | Sell |
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|
2022
Q4 | $392K | Buy |
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|
2022
Q3 | $337K | Buy |
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|
2022
Q2 | $145K | Buy |
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|
2022
Q1 | $28K | Sell |
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|
2021
Q4 | $120K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $61K | Hold |
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|
2019
Q4 | $80K | Sell |
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|
2019
Q3 | $75K | Buy |
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|
2019
Q2 | $82K | Sell |
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|
2019
Q1 | $87K | Buy |
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|
2018
Q4 | $73K | Hold |
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|
2018
Q3 | $84K | Buy |
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|
2018
Q2 | $45K | Sell |
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|
2018
Q1 | $84K | Buy |
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|
2017
Q4 | $29K | Buy |
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|
2017
Q3 | $21K | Hold |
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|
2017
Q2 | $20K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $13K | Buy |
|