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 |
|