SFA
Sequoia 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 | $429M | Buy |
5,549,414
+497,578
| +10% | +$38.5M | 2.93% | 3 |
|
|
2025
Q1 | $353M | Buy |
5,051,836
+932,456
| +23% | +$65.1M | 2.72% | 3 |
|
|
2024
Q4 | $272M | Buy |
4,119,380
+206,708
| +5% | +$13.7M | 2.62% | 5 |
|
|
2024
Q3 | $284M | Buy |
3,912,672
+77,525
| +2% | +$5.63M | 3.05% | 4 |
|
|
2024
Q2 | $259M | Buy |
3,835,147
+157,633
| +4% | +$10.6M | 3.12% | 4 |
|
|
2024
Q1 | $250M | Sell |
3,677,514
-863,915
| -19% | -$58.6M | 3.1% | 3 |
|
|
2023
Q4 | $295M | Buy |
4,541,429
+239,131
| +6% | +$15.5M | 3.66% | 2 |
|
|
2023
Q3 | $258M | Buy |
4,302,298
+39,068
| +0.9% | +$2.34M | 4.52% | 2 |
|
|
2023
Q2 | $267M | Buy |
4,263,230
+183,055
| +4% | +$11.5M | 4.58% | 2 |
|
|
2023
Q1 | $253M | Buy |
4,080,175
+123,405
| +3% | +$7.64M | 5.62% | 2 |
|
|
2022
Q4 | $229M | Buy |
3,956,770
+329,999
| +9% | +$19.1M | 5.63% | 2 |
|
|
2022
Q3 | $185M | Buy |
3,626,771
+17,873
| +0.5% | +$910K | 5.82% | 2 |
|
|
2022
Q2 | $206M | Buy |
3,608,898
+133,627
| +4% | +$7.62M | 5.82% | 3 |
|
|
2022
Q1 | $231M | Buy |
3,475,271
+334,017
| +11% | +$22.2M | 5.78% | 2 |
|
|
2021
Q4 | $223M | Buy |
3,141,254
+1,887,041
| +150% | +$134M | 6.07% | 2 |
|
|
2021
Q3 | $89M | Sell |
1,254,213
-1,704,102
| -58% | -$121M | 9.05% | 2 |
|
|
2021
Q2 | $217M | Buy |
2,958,315
+106,263
| +4% | +$7.79M | 7.91% | 2 |
|
|
2021
Q1 | $200M | Sell |
2,852,052
-19,451
| -0.7% | -$1.37M | 8.39% | 2 |
|
|
2020
Q4 | $193M | Buy |
2,871,503
+30,571
| +1% | +$2.05M | 8.82% | 2 |
|
|
2020
Q3 | $166M | Buy |
2,840,932
+77,619
| +3% | +$4.53M | 8.74% | 2 |
|
|
2020
Q2 | $151M | Buy |
2,763,313
+18,342
| +0.7% | +$1M | 8.91% | 2 |
|
|
2020
Q1 | $129M | Buy |
2,744,971
+30,662
| +1% | +$1.44M | 9.53% | 2 |
|
|
2019
Q4 | $168M | Buy |
2,714,309
+54,516
| +2% | +$3.37M | 10.67% | 2 |
|
|
2019
Q3 | $154M | Sell |
2,659,793
-178,832
| -6% | -$10.3M | 11.13% | 2 |
|
|
2019
Q2 | $166M | Buy |
2,838,625
+83,259
| +3% | +$4.88M | 12.38% | 1 |
|
|
2019
Q1 | $160M | Buy |
2,755,366
+1,029,537
| +60% | +$59.8M | 13.14% | 1 |
|
|
2018
Q4 | $90.7M | Buy |
1,725,829
+104,204
| +6% | +$5.47M | 10.49% | 1 |
|
|
2018
Q3 | $97.8M | Sell |
1,621,625
-291,573
| -15% | -$17.6M | 9.72% | 1 |
|
|
2018
Q2 | $115M | Buy |
1,913,198
+126,776
| +7% | +$7.62M | 12.25% | 1 |
|
|
2018
Q1 | $113M | Buy |
1,786,422
+215,993
| +14% | +$13.6M | 11.85% | 1 |
|
|
2017
Q4 | $99.1M | Buy |
1,570,429
+74,306
| +5% | +$4.69M | 10.44% | 1 |
|
|
2017
Q3 | $91.2M | Buy |
1,496,123
+167,603
| +13% | +$10.2M | 10.81% | 1 |
|
|
2017
Q2 | $76.2M | Buy |
1,328,520
+154,598
| +13% | +$8.87M | 9.44% | 1 |
|
|
2017
Q1 | $64.3M | Buy |
1,173,922
+329,212
| +39% | +$18M | 8.18% | 2 |
|
|
2016
Q4 | $42.6M | Buy |
844,710
+84,756
| +11% | +$4.28M | 6.1% | 3 |
|
|
2016
Q3 | $39.7M | Buy |
+759,954
| New | +$39.7M | 7.4% | 3 |
|