Epstein & White Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.53M | Sell |
20,864
-1,518
| -7% | -$111K | 0.4% | 18 |
|
|
2021
Q1 | $1.57M | Sell |
22,382
-1,255
| -5% | -$88.1K | 0.46% | 18 |
|
|
2020
Q4 | $1.59M | Sell |
23,637
-1,704
| -7% | -$115K | 0.49% | 18 |
|
|
2020
Q3 | $1.48M | Buy |
25,341
+1,835
| +8% | +$107K | 0.53% | 17 |
|
|
2020
Q2 | $1.29M | Buy |
23,506
+248
| +1% | +$13.6K | 0.49% | 16 |
|
|
2020
Q1 | $1.09M | Buy |
23,258
+4,617
| +25% | +$217K | 0.46% | 18 |
|
|
2019
Q4 | $1.16M | Buy |
18,641
+2,853
| +18% | +$178K | 0.51% | 17 |
|
|
2019
Q3 | $915K | Buy |
15,788
+8,322
| +111% | +$482K | 0.45% | 24 |
|
|
2019
Q2 | $428K | Buy |
7,466
+3,768
| +102% | +$216K | 0.23% | 47 |
|
|
2019
Q1 | $210K | Buy |
+3,698
| New | +$210K | 0.12% | 79 |
|