Ownership history in FC Advisory LLC Β· 38 quarters on record
This page tracks every 13F SEC filing in which FC Advisory LLC reported a position in iShares Trust Core MSCI Total Intl ETF (IXUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π FC Advisory LLC underperformed the S&P 500 by β5.9% annually on this IXUS position. Timing score: 41% (15/37 decisions correct). Average cost basis: $45.54. Maximum drawdown during holding period: β28.1%.
β Significantly underperformed the S&P 500 by 5.9% ann.
37 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
15 of 37 add/trim decisions correct
Best entry: $39.02 (2016 Q4) Β· Worst: $84.64 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
20 adds Β· 18 trims. Bought during 4 of 12 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.26% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size