Beacon Financial Planning’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
$3.07M Sell
39,717
-3,457
-8% -$267K 1.71% 14
2025
Q1
$3.01M Sell
43,174
-3,040
-7% -$212K 1.73% 13
2024
Q4
$3.06M Sell
46,214
-463
-1% -$30.6K 1.78% 13
2024
Q3
$3.39M Sell
46,677
-343
-0.7% -$24.9K 2.09% 10
2024
Q2
$3.18M Sell
47,020
-4,520
-9% -$305K 2.16% 9
2024
Q1
$3.5M Sell
51,540
-4,056
-7% -$275K 2.44% 8
2023
Q4
$3.61M Sell
55,596
-39
-0.1% -$2.53K 2.83% 9
2023
Q3
$3.34M Sell
55,635
-824
-1% -$49.4K 2.88% 8
2023
Q2
$3.54M Buy
56,459
+2,116
+4% +$133K 3% 8
2023
Q1
$3.37M Buy
54,343
+1,246
+2% +$77.2K 3.15% 8
2022
Q4
$3.07M Buy
+53,097
New +$3.07M 3.19% 7