ISHARES TR

Ticker: IXUS CUSIP: 46432F834 Class: CORE MSCI TOTAL

AE Wealth Management LLC's Holding History (CIK: 0001697723)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 53,248 Value ($000) $4,507 Avg Close Range
Q3 2025
Shares 49,015 Value ($000) $4,048 Avg Close Range
Q2 2025
Shares 45,684 Value ($000) $3,532 Avg Close Range
Q1 2025
Shares 90,484 Value ($000) $6,317 Avg Close Range
Q4 2024
Shares 89,811 Value ($000) $5,940 Avg Close Range
Q3 2024
Shares 84,398 Value ($000) $6,130 Avg Close Range
Q2 2024
Shares 83,120 Value ($000) $5,616 Avg Close Range
Q1 2024
Shares 83,671 Value ($000) $5,678 Avg Close Range
Q4 2023
Shares 216,292 Value ($000) $13,860 Avg Close Range
Q3 2023
Shares 258,695 Value ($000) $15,519 Avg Close Range
Q2 2023
Shares 213,449 Value ($000) $13,366 Avg Close Range
Q1 2023
Shares 84,058 Value ($000) $5,207 Avg Close Range
Q4 2022
Shares 139,688 Value ($000) $8,085 Avg Close Range
Q3 2022
Shares 95,585 Value ($000) $4,867 Avg Close Range
Q2 2022
Shares 88,782 Value ($000) $5,063 Avg Close Range
Q1 2022
Shares 104,483 Value ($000) $6,956 Avg Close Range
Q4 2021
Shares 120,474 Value ($000) $8,546 Avg Close Range
Q3 2021
Shares 101,583 Value ($000) $7,212 Avg Close Range
Q2 2021
Shares 68,687 Value ($000) $5,035 Avg Close Range
Q1 2021
Shares 33,563 Value ($000) $2,359 Avg Close Range
Q4 2020
Shares 26,820 Value ($000) $1,802 Avg Close Range
Q3 2020
Shares 29,447 Value ($000) $1,718 Avg Close Range
Q2 2020
Shares 23,633 Value ($000) $1,288 Avg Close Range
Q1 2020
Shares 14,923 Value ($000) $702 Avg Close Range
Q4 2019
Shares 7,293 Value ($000) $451 Avg Close Range
Q2 2019
Shares 10,748 Value ($000) $630 Avg Close Range
Q1 2019
Shares 6,231 Value ($000) $362 Avg Close Range
Q4 2018
Shares 4,919 Value ($000) $258 Avg Close Range