Essential Planning’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 | $660K | Hold |
8,539
| – | – | 0.25% | 40 |
|
|
2025
Q1 | $596K | Sell |
8,539
-664,861
| -99% | -$46.4M | 0.24% | 42 |
|
|
2024
Q4 | $46.8M | Buy |
673,400
+663,040
| +6,400% | +$46.1M | 0.3% | 29 |
|
|
2024
Q3 | $752K | Hold |
10,360
| – | – | 0.31% | 31 |
|
|
2024
Q2 | $700K | Buy |
10,360
+5,386
| +108% | +$364K | 0.31% | 33 |
|
|
2024
Q1 | $323K | Hold |
4,974
| – | – | 0.16% | 49 |
|
|
2023
Q4 | $323K | Buy |
+4,974
| New | +$323K | 0.16% | 49 |
|