Cyndeo 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 | $2.71M | Sell |
35,090
-155
| -0.4% | -$12K | 0.16% | 142 |
|
|
2025
Q1 | $2.46M | Sell |
35,245
-6,840
| -16% | -$478K | 0.16% | 144 |
|
|
2024
Q4 | $2.78M | Buy |
42,085
+4,126
| +11% | +$273K | 0.19% | 137 |
|
|
2024
Q3 | $2.76M | Buy |
37,959
+6,299
| +20% | +$457K | 0.19% | 137 |
|
|
2024
Q2 | $2.14M | Buy |
31,660
+7,595
| +32% | +$513K | 0.17% | 154 |
|
|
2024
Q1 | $1.63M | Buy |
24,065
+13,057
| +119% | +$886K | 0.14% | 166 |
|
|
2023
Q4 | $715K | Buy |
+11,008
| New | +$715K | 0.07% | 217 |
|