Burt Wealth Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.16M | Buy |
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2025
Q1 | $3.61M | Buy |
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2024
Q4 | $3.4M | Hold |
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2024
Q3 | $3.73M | Sell |
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2024
Q2 | $3.5M | Sell |
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2024
Q1 | $4.01M | Buy |
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2023
Q4 | $3.4M | Buy |
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2023
Q3 | $2.86M | Hold |
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2023
Q2 | $2.98M | Hold |
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2023
Q1 | $2.95M | Sell |
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2022
Q4 | $2.77M | Buy |
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2022
Q3 | $1.36M | Buy |
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2022
Q2 | $1.48M | Buy |
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2022
Q1 | $977K | Sell |
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2021
Q4 | $2.61M | Buy |
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2021
Q3 | $949K | Hold |
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2021
Q2 | $979K | Hold |
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2021
Q1 | $939K | Sell |
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2020
Q4 | $915K | Hold |
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2020
Q3 | $794K | Sell |
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2020
Q2 | $786K | Sell |
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2020
Q1 | $1.3M | Buy |
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2019
Q4 | $47K | Hold |
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2019
Q3 | $44K | Hold |
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2019
Q2 | $45K | Hold |
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2019
Q1 | $44K | Sell |
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2018
Q4 | $1.36M | Buy |
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