SMA
Sage Mountain 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 | $328K | Sell |
4,249
-265
| -6% | -$20.5K | 0.02% | 309 |
|
|
2025
Q1 | $315K | Hold |
4,514
| – | – | 0.02% | 296 |
|
|
2024
Q4 | $299K | Hold |
4,514
| – | – | 0.02% | 298 |
|
|
2024
Q3 | $328K | Hold |
4,514
| – | – | 0.03% | 272 |
|
|
2024
Q2 | $305K | Hold |
4,514
| – | – | 0.03% | 248 |
|
|
2024
Q1 | $306K | Hold |
4,514
| – | – | 0.03% | 236 |
|
|
2023
Q4 | $293K | Sell |
4,514
-3,261
| -42% | -$212K | 0.03% | 209 |
|
|
2023
Q3 | $466K | Hold |
7,775
| – | – | 0.06% | 120 |
|
|
2023
Q2 | $487K | Sell |
7,775
-1,276
| -14% | -$79.9K | 0.07% | 115 |
|
|
2023
Q1 | $561K | Hold |
9,051
| – | – | 0.09% | 91 |
|
|
2022
Q4 | $524K | Buy |
+9,051
| New | +$524K | 0.12% | 69 |
|