Evergreen Private Wealth’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
Q1 | – | Sell |
-267
| Closed | -$17.7K | – | 198 |
|
|
2024
Q4 | $17.7K | Sell |
267
-36
| -12% | -$2.38K | 0.01% | 148 |
|
|
2024
Q3 | $22K | Hold |
303
| – | – | 0.01% | 146 |
|
|
2024
Q2 | $20.5K | Sell |
303
-1,716
| -85% | -$116K | 0.01% | 151 |
|
|
2024
Q1 | $137K | Sell |
2,019
-1,401
| -41% | -$95.1K | 0.07% | 92 |
|
|
2023
Q4 | $222K | Buy |
+3,420
| New | +$222K | 0.12% | 64 |
|