SWA
Sax 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 | $835K | Buy |
10,800
+182
| +2% | +$14.1K | 0.05% | 191 |
|
|
2025
Q1 | $741K | Hold |
10,618
| – | – | 0.05% | 172 |
|
|
2024
Q4 | $702K | Sell |
10,618
-2
| -0% | -$132 | 0.06% | 160 |
|
|
2024
Q3 | $771K | Sell |
10,620
-300
| -3% | -$21.8K | 0.07% | 113 |
|
|
2024
Q2 | $738K | Buy |
10,920
+110
| +1% | +$7.43K | 0.07% | 110 |
|
|
2024
Q1 | $734K | Buy |
10,810
+925
| +9% | +$62.8K | 0.09% | 89 |
|
|
2023
Q4 | $642K | Buy |
9,885
+875
| +10% | +$56.8K | 0.1% | 102 |
|
|
2023
Q3 | $540K | Sell |
9,010
-670
| -7% | -$40.2K | 0.11% | 106 |
|
|
2023
Q2 | $606K | Buy |
9,680
+241
| +3% | +$15.1K | 0.12% | 97 |
|
|
2023
Q1 | $585K | Buy |
9,439
+13
| +0.1% | +$805 | 0.13% | 97 |
|
|
2022
Q4 | $546K | Buy |
9,426
+4
| +0% | +$232 | 0.13% | 96 |
|
|
2022
Q3 | $480K | Hold |
9,422
| – | – | 0.12% | 101 |
|
|
2022
Q2 | $537K | Buy |
9,422
+6
| +0.1% | +$342 | 0.14% | 98 |
|
|
2022
Q1 | $627K | Sell |
9,416
-55,173
| -85% | -$3.67M | 0.15% | 90 |
|
|
2021
Q4 | $4.58M | Buy |
64,589
+529
| +0.8% | +$37.5K | 0.95% | 25 |
|
|
2021
Q3 | $4.55M | Buy |
64,060
+22
| +0% | +$1.56K | 1.08% | 21 |
|
|
2021
Q2 | $4.69M | Sell |
64,038
-45
| -0.1% | -$3.3K | 1.61% | 15 |
|
|
2021
Q1 | $4.5M | Hold |
64,083
| – | – | 1.65% | 14 |
|
|
2020
Q4 | $4.31M | Buy |
+64,083
| New | +$4.31M | 1.98% | 13 |
|