Capital Advisors Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,047
| Closed | -$692K | – | 138 |
|
|
2023
Q2 | $692K | Buy |
11,047
+1,009
| +10% | +$63.2K | 0.18% | 66 |
|
|
2023
Q1 | $622K | Sell |
10,038
-71
| -0.7% | -$4.4K | 0.17% | 70 |
|
|
2022
Q4 | $585K | Buy |
10,109
+1,367
| +16% | +$79.1K | 0.18% | 64 |
|
|
2022
Q3 | $445K | Sell |
8,742
-992
| -10% | -$50.5K | 0.15% | 73 |
|
|
2022
Q2 | $555K | Buy |
9,734
+4,063
| +72% | +$232K | 0.18% | 66 |
|
|
2022
Q1 | $378K | Buy |
+5,671
| New | +$378K | 0.12% | 82 |
|