EP Wealth Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Sell |
|
|||||
|
2025
Q1 | $2.53M | Sell |
|
|||||
|
2024
Q4 | $2.66M | Buy |
|
|||||
|
2024
Q3 | $2.41M | Buy |
|
|||||
|
2024
Q2 | $1.86M | Buy |
|
|||||
|
2024
Q1 | $1.85M | Buy |
|
|||||
|
2023
Q4 | $1.64M | Sell |
|
|||||
|
2023
Q3 | $1.55M | Buy |
|
|||||
|
2023
Q2 | $1.59M | Buy |
|
|||||
|
2023
Q1 | $206K | Buy |
|
|||||
|
2022
Q4 | $184K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $269K | Buy |
|