Congress 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
2025
Q2
$2.7M Buy
+34,877
New +$2.7M 0.03% 509
2022
Q3
Sell
-5,988
Closed -$341K 559
2022
Q2
$341K Hold
5,988
0.01% 456
2022
Q1
$399K Hold
5,988
0.01% 473
2021
Q4
$425K Buy
+5,988
New +$425K 0.01% 481