Beacon Bridge Wealth 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
$2.69M Buy
34,827
+393
+1% +$30.4K 1.07% 32
2025
Q1
$2.4M Buy
34,434
+2,299
+7% +$160K 1.03% 30
2024
Q4
$2.13M Buy
32,135
+2,659
+9% +$176K 0.9% 32
2024
Q3
$2.14M Buy
29,476
+2,013
+7% +$146K 0.92% 32
2024
Q2
$1.86M Sell
27,463
-2,334
-8% -$158K 0.85% 33
2024
Q1
$2.02M Buy
29,797
+1,517
+5% +$103K 0.95% 32
2023
Q4
$1.84M Sell
28,280
-15,040
-35% -$977K 0.92% 29
2023
Q3
$2.6M Sell
43,320
-217,717
-83% -$13.1M 1.37% 21
2023
Q2
$16.3M Buy
261,037
+154,754
+146% +$9.69M 8.36% 2
2023
Q1
$6.58M Buy
106,283
+28,389
+36% +$1.76M 3.95% 8
2022
Q4
$4.51M Buy
+77,894
New +$4.51M 3.28% 9