SFA
Source 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $9.39M | Buy |
129,298
+381
| +0.3% | +$27.7K | 2.77% | 7 |
|
|
2024
Q2 | $8.71M | Buy |
128,917
+10,679
| +9% | +$721K | 2.68% | 8 |
|
|
2024
Q1 | $8.02M | Buy |
118,238
+15,057
| +15% | +$1.02M | 2.44% | 9 |
|
|
2023
Q4 | $6.7M | Buy |
103,181
+4,631
| +5% | +$301K | 2.08% | 12 |
|
|
2023
Q3 | $5.91M | Buy |
98,550
+13,270
| +16% | +$796K | 1.99% | 11 |
|
|
2023
Q2 | $5.34M | Buy |
85,280
+3,745
| +5% | +$235K | 1.75% | 11 |
|
|
2023
Q1 | $5.05M | Buy |
81,535
+73,288
| +889% | +$4.54M | 1.69% | 11 |
|
|
2022
Q4 | $477K | Buy |
+8,247
| New | +$477K | 0.18% | 76 |
|
|
2022
Q1 | – | Sell |
-16,587
| Closed | -$1.18M | – | 116 |
|
|
2021
Q4 | $1.18M | Buy |
16,587
+1,571
| +10% | +$111K | 0.32% | 52 |
|
|
2021
Q3 | $1.07M | Buy |
15,016
+821
| +6% | +$58.3K | 0.28% | 49 |
|
|
2021
Q2 | $1.04M | Buy |
+14,195
| New | +$1.04M | 0.27% | 48 |
|