SHFA
SC&H Financial 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 | $1M | Buy |
12,946
+726
| +6% | +$56.1K | 0.17% | 65 |
|
|
2025
Q1 | $853K | Sell |
12,220
-1,003
| -8% | -$70K | 0.17% | 71 |
|
|
2024
Q4 | $875K | Buy |
13,223
+9
| +0.1% | +$595 | 0.18% | 67 |
|
|
2024
Q3 | $960K | Sell |
13,214
-1,031
| -7% | -$74.9K | 0.21% | 64 |
|
|
2024
Q2 | $962K | Sell |
14,245
-63
| -0.4% | -$4.26K | 0.24% | 60 |
|
|
2024
Q1 | $971K | Buy |
14,308
+471
| +3% | +$32K | 0.25% | 61 |
|
|
2023
Q4 | $898K | Sell |
13,837
-405
| -3% | -$26.3K | 0.26% | 59 |
|
|
2023
Q3 | $854K | Buy |
14,242
+751
| +6% | +$45.1K | 0.28% | 62 |
|
|
2023
Q2 | $845K | Buy |
13,491
+249
| +2% | +$15.6K | 0.28% | 66 |
|
|
2023
Q1 | $820K | Buy |
13,242
+269
| +2% | +$16.7K | 0.3% | 64 |
|
|
2022
Q4 | $751K | Sell |
12,973
-7,664
| -37% | -$444K | 0.31% | 65 |
|
|
2022
Q3 | $1.05M | Sell |
20,637
-72
| -0.3% | -$3.67K | 0.53% | 44 |
|
|
2022
Q2 | $1.18M | Buy |
20,709
+12,832
| +163% | +$732K | 0.55% | 42 |
|
|
2022
Q1 | $524K | Buy |
7,877
+1,399
| +22% | +$93.1K | 0.25% | 86 |
|
|
2021
Q4 | $460K | Buy |
+6,478
| New | +$460K | 0.25% | 91 |
|