Concord Wealth Partners’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 | $878 | Buy |
+11
| New | +$878 | ﹤0.01% | 763 |
|
|
2024
Q4 | – | Sell |
-11
| Closed | -$798 | – | 961 |
|
|
2024
Q3 | $798 | Buy |
+11
| New | +$798 | ﹤0.01% | 859 |
|
|
2024
Q2 | – | Sell |
-11
| Closed | -$734 | – | 888 |
|
|
2024
Q1 | $734 | Sell |
11
-160
| -94% | -$10.7K | ﹤0.01% | 804 |
|
|
2023
Q4 | $11.1K | Sell |
171
-192
| -53% | -$12.5K | ﹤0.01% | 556 |
|
|
2023
Q3 | $21.8K | Hold |
363
| – | – | ﹤0.01% | 497 |
|
|
2023
Q2 | $22.7K | Buy |
363
+172
| +90% | +$10.8K | ﹤0.01% | 489 |
|
|
2023
Q1 | $11.9K | Sell |
191
-171
| -47% | -$10.6K | ﹤0.01% | 567 |
|
|
2022
Q4 | $21K | Buy |
+362
| New | +$21K | 0.01% | 519 |
|
|
2022
Q3 | – | Sell |
-362
| Closed | -$21K | – | 656 |
|
|
2022
Q2 | $21K | Hold |
362
| – | – | 0.01% | 534 |
|
|
2022
Q1 | $24K | Hold |
362
| – | – | 0.01% | 596 |
|
|
2021
Q4 | $26K | Buy |
+362
| New | +$26K | 0.01% | 585 |
|
|
2021
Q3 | – | Sell |
-181
| Closed | -$13K | – | 966 |
|
|
2021
Q2 | $13K | Hold |
181
| – | – | ﹤0.01% | 579 |
|
|
2021
Q1 | $13K | Buy |
+181
| New | +$13K | ﹤0.01% | 541 |
|