Upper Left Wealth Management, LLC Ishares Tr Transaction History

Upper Left Wealth Management, LLC

$151 Million
Q3 2025

A detailed history of Upper Left Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 6,230 shares of FXI stock, worth $249,947. This represents 0.17% of its overall portfolio holdings.

Number of Shares

6,230

Previous 7,007 11.09%

Holding current value

$249,947

Previous $257,000 0.39%

% of portfolio

0.17%

Previous 0.18%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$36.18 - $41.62 $28,111 - $32,338	-777 Reduced 11.09%	6,230 $256,000
Q2 2025 Jul 07, 2025	SELL	$29.59 - $37.41 $14,587 - $18,443	-493 Reduced 6.57%	7,007 $257,000
Q1 2025 Apr 14, 2025	SELL	$28.65 - $38.55 $22,891 - $30,801	-799 Reduced 9.63%	7,500 $268,000
Q4 2024 Jan 23, 2025	SELL	$29.52 - $36.69 $102,257 - $127,094	-3,464 Reduced 29.45%	8,299 $252,000
Q3 2024 Nov 13, 2024	SELL	$24.78 - $32.17 $40,639 - $52,758	-1,640 Reduced 12.24%	11,763 $373,000

Q2 2024 Jul 25, 2024	BUY	$23.65 - $29.33 $3,854 - $4,780	163 Added 1.23%	13,403 $348,000
Q1 2024 Apr 23, 2024	SELL	$21.14 - $24.64 $50,947 - $59,382	-2,410 Reduced 15.4%	13,240 $318,000
Q4 2023 Jan 23, 2024	BUY	$22.91 - $27.21 $137 - $163	6 Added 0.04%	15,650 $376,000
Q3 2023 Oct 25, 2023	BUY	$26.14 - $30.42 $3,110 - $3,619	119 Added 0.77%	15,644 $415,000
Q2 2023 Jul 25, 2023	SELL	$25.97 - $29.49 $20,516 - $23,297	-790 Reduced 4.84%	15,525 $422,000
Q1 2023 Apr 25, 2023	SELL	$27.33 - $33.29 $58,568 - $71,340	-2,143 Reduced 11.61%	16,315 $481,000
Q4 2022 Jan 17, 2023	BUY	$20.95 - $29.12 $386,695 - $537,496	18,458 New	18,458 $0

Others Institutions Holding FXI

# of Institutions

514

Shares Held

182M

Call Options Held

193M

Put Options Held

144M

View Full List

About ISHARES TR

Ticker FXI
Sector ETFs
Industry ETFs

More about FXI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Upper Left Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Upper Left Wealth Management, LLC with notifications on news.

Account

Upper Left Wealth Management, LLC Ishares Tr Transaction History