Avantax Planning Partners’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
21,026
+756
| +4% | +$58.4K | 0.05% | 149 |
|
|
2025
Q1 | $1.42M | Sell |
20,270
-445
| -2% | -$31.1K | 0.05% | 149 |
|
|
2024
Q4 | $1.37M | Hold |
20,715
| – | – | 0.05% | 152 |
|
|
2024
Q3 | $1.5M | Sell |
20,715
-15,965
| -44% | -$1.16M | 0.05% | 145 |
|
|
2024
Q2 | $2.48M | Sell |
36,680
-209
| -0.6% | -$14.1K | 0.08% | 130 |
|
|
2024
Q1 | $2.5M | Sell |
36,889
-2,690
| -7% | -$183K | 0.08% | 133 |
|
|
2023
Q4 | $2.57M | Sell |
39,579
-7,616
| -16% | -$495K | 0.1% | 99 |
|
|
2023
Q3 | $2.83M | Hold |
47,195
| – | – | 0.12% | 86 |
|
|
2023
Q2 | $2.96M | Buy |
47,195
+94
| +0.2% | +$5.89K | 0.12% | 86 |
|
|
2023
Q1 | $2.92M | Hold |
47,101
| – | – | 0.12% | 86 |
|
|
2022
Q4 | $2.73M | Buy |
47,101
+10,354
| +28% | +$599K | 0.11% | 90 |
|
|
2022
Q3 | $1.87M | Buy |
36,747
+21,129
| +135% | +$1.08M | 0.08% | 98 |
|
|
2022
Q2 | $891K | Buy |
+15,618
| New | +$891K | 0.04% | 168 |
|