Baron Silver Stevens Financial Advisors’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 | $9.14M | Buy |
118,287
+7,431
| +7% | +$574K | 1.46% | 20 |
|
|
2025
Q1 | $7.74M | Buy |
110,856
+13,540
| +14% | +$945K | 1.35% | 22 |
|
|
2024
Q4 | $6.44M | Buy |
97,316
+4,046
| +4% | +$268K | 1.09% | 22 |
|
|
2024
Q3 | $6.77M | Buy |
93,270
+9,097
| +11% | +$661K | 1.18% | 21 |
|
|
2024
Q2 | $5.69M | Buy |
84,173
+1,880
| +2% | +$127K | 1.08% | 23 |
|
|
2024
Q1 | $5.58M | Buy |
82,293
+1,337
| +2% | +$90.7K | 1.08% | 23 |
|
|
2023
Q4 | $5.26M | Sell |
80,956
-5,478
| -6% | -$356K | 1.1% | 21 |
|
|
2023
Q3 | $5.19M | Buy |
86,434
+2,293
| +3% | +$138K | 1.17% | 21 |
|
|
2023
Q2 | $5.27M | Buy |
84,141
+11,322
| +16% | +$709K | 1.16% | 21 |
|
|
2023
Q1 | $4.51M | Sell |
72,819
-7,732
| -10% | -$479K | 1.17% | 21 |
|
|
2022
Q4 | $4.66M | Sell |
80,551
-3,265
| -4% | -$189K | 1.15% | 21 |
|
|
2022
Q3 | $30.8K | Buy |
83,816
+12,456
| +17% | +$4.58K | 8.39% | 2 |
|
|
2022
Q2 | $4.07M | Buy |
71,360
+33,854
| +90% | +$1.93M | 1.05% | 22 |
|
|
2022
Q1 | $2.5M | Buy |
37,506
+5,827
| +18% | +$388K | 0.59% | 27 |
|
|
2021
Q4 | $2.25M | Buy |
31,679
+2,890
| +10% | +$205K | 0.53% | 28 |
|
|
2021
Q3 | $2.04M | Buy |
28,789
+5,219
| +22% | +$371K | 0.54% | 27 |
|
|
2021
Q2 | $1.73M | Buy |
23,570
+1,603
| +7% | +$117K | 0.47% | 27 |
|
|
2021
Q1 | $1.54M | Buy |
21,967
+1,076
| +5% | +$75.6K | 0.84% | 16 |
|
|
2020
Q4 | $1.4M | Buy |
+20,891
| New | +$1.4M | 0.48% | 23 |
|