Capital Planning Advisors’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 | $1.88M | Buy |
24,347
+2
| +0% | +$155 | 0.28% | 58 |
|
|
2025
Q1 | $1.7M | Buy |
24,345
+15
| +0.1% | +$1.05K | 0.26% | 59 |
|
|
2024
Q4 | $1.61M | Buy |
24,330
+13
| +0.1% | +$860 | 0.25% | 64 |
|
|
2024
Q3 | $1.77M | Buy |
24,317
+22
| +0.1% | +$1.6K | 0.27% | 59 |
|
|
2024
Q2 | $1.64M | Hold |
24,295
| – | – | 0.28% | 63 |
|
|
2024
Q1 | $1.65M | Sell |
24,295
-3,592
| -13% | -$244K | 0.29% | 62 |
|
|
2023
Q4 | $1.81M | Buy |
27,887
+3,377
| +14% | +$219K | 0.34% | 58 |
|
|
2023
Q3 | $1.47M | Hold |
24,510
| – | – | 0.31% | 56 |
|
|
2023
Q2 | $1.53M | Buy |
+24,510
| New | +$1.53M | 0.31% | 59 |
|