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 |
|