SVWG
Shared Vision Wealth Group’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 | $3.09M | Buy |
40,283
+20,565
| +104% | +$1.58M | 1.54% | 19 |
|
|
2025
Q1 | $1.38M | Sell |
19,718
-1,697
| -8% | -$118K | 0.75% | 25 |
|
|
2024
Q4 | $1.42M | Buy |
21,415
+2,186
| +11% | +$145K | 0.75% | 22 |
|
|
2024
Q3 | $1.4M | Buy |
19,229
+3,464
| +22% | +$252K | 0.75% | 22 |
|
|
2024
Q2 | $1.07M | Sell |
15,765
-12,113
| -43% | -$818K | 0.62% | 27 |
|
|
2024
Q1 | $1.89M | Buy |
27,878
+1,420
| +5% | +$96.4K | 1.18% | 18 |
|
|
2023
Q4 | $1.72M | Buy |
+26,458
| New | +$1.72M | 1.15% | 18 |
|