PWA
Physician Wealth Advisors’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 | $7.58M | Sell |
98,093
-6,914
| -7% | -$535K | 1.19% | 24 |
|
|
2025
Q1 | $7.33M | Buy |
105,007
+430
| +0.4% | +$30K | 1.26% | 21 |
|
|
2024
Q4 | $6.92M | Sell |
104,577
-3,999
| -4% | -$264K | 1.17% | 22 |
|
|
2024
Q3 | $7.69M | Sell |
108,576
-6,597
| -6% | -$467K | 1.39% | 20 |
|
|
2024
Q2 | $8.09M | Sell |
115,173
-2,508
| -2% | -$176K | 1.49% | 16 |
|
|
2024
Q1 | $7.66M | Sell |
117,681
-1,515
| -1% | -$98.7K | 1.61% | 17 |
|
|
2023
Q4 | $7.53M | Sell |
119,196
-5,575
| -4% | -$352K | 1.68% | 15 |
|
|
2023
Q3 | $7.41M | Sell |
124,771
-1,003
| -0.8% | -$59.6K | 1.91% | 13 |
|
|
2023
Q2 | $7.9M | Buy |
125,774
+174
| +0.1% | +$10.9K | 1.96% | 14 |
|
|
2023
Q1 | $7.92M | Sell |
125,600
-1,604
| -1% | -$101K | 2.08% | 14 |
|
|
2022
Q4 | $8.02M | Buy |
127,204
+3,320
| +3% | +$209K | 2.16% | 12 |
|
|
2022
Q3 | $6.62M | Buy |
123,884
+27,220
| +28% | +$1.46M | 2.04% | 12 |
|
|
2022
Q2 | $5.71M | Buy |
96,664
+214
| +0.2% | +$12.6K | 1.65% | 13 |
|
|
2022
Q1 | $6.13M | Buy |
96,450
+11,331
| +13% | +$720K | 1.63% | 14 |
|
|
2021
Q4 | $6.03M | Buy |
85,119
+5,094
| +6% | +$361K | 1.58% | 13 |
|
|
2021
Q3 | $5.85M | Buy |
80,025
+1,124
| +1% | +$82.2K | 1.61% | 14 |
|
|
2021
Q2 | $5.72M | Buy |
78,901
+16,647
| +27% | +$1.21M | 1.64% | 15 |
|
|
2021
Q1 | $4.48M | Buy |
62,254
+339
| +0.5% | +$24.4K | 1.46% | 17 |
|
|
2020
Q4 | $4.42M | Sell |
61,915
-566
| -0.9% | -$40.4K | 1.51% | 16 |
|
|
2020
Q3 | $3.61M | Sell |
62,481
-1,569
| -2% | -$90.6K | 1.45% | 18 |
|
|
2020
Q2 | $3.73M | Buy |
64,050
+1,854
| +3% | +$108K | 1.51% | 17 |
|
|
2020
Q1 | $3.03M | Buy |
62,196
+6,589
| +12% | +$321K | 1.51% | 20 |
|
|
2019
Q4 | $3.48M | Sell |
55,607
-6
| -0% | -$376 | 1.55% | 15 |
|
|
2019
Q3 | $3.37M | Buy |
+55,613
| New | +$3.37M | 1.65% | 13 |
|