EverSource Wealth Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $195K | Sell |
2,525
-161
| -6% | -$12.4K | 0.01% | 867 |
|
|
2025
Q1 | $188K | Sell |
2,686
-3,250
| -55% | -$227K | 0.01% | 687 |
|
|
2024
Q4 | $393K | Buy |
5,936
+2,698
| +83% | +$178K | 0.02% | 430 |
|
|
2024
Q3 | $235K | Sell |
3,238
-530
| -14% | -$38.5K | 0.01% | 507 |
|
|
2024
Q2 | $261K | Sell |
3,768
-392
| -9% | -$27.1K | 0.02% | 476 |
|
|
2024
Q1 | $276K | Sell |
4,160
-7,111
| -63% | -$471K | 0.02% | 399 |
|
|
2023
Q4 | $732K | Buy |
11,271
+10,051
| +824% | +$653K | 0.07% | 201 |
|
|
2023
Q3 | $73.2K | Sell |
1,220
-109
| -8% | -$6.54K | 0.01% | 681 |
|
|
2023
Q2 | $83.2K | Buy |
1,329
+1,227
| +1,203% | +$76.8K | 0.01% | 646 |
|
|
2023
Q1 | $6.32K | Sell |
102
-23
| -18% | -$1.43K | ﹤0.01% | 1555 |
|
|
2022
Q4 | $7.24K | Hold |
125
| – | – | ﹤0.01% | 1459 |
|
|
2022
Q3 | $6K | Hold |
125
| – | – | ﹤0.01% | 1295 |
|
|
2022
Q2 | $7K | Hold |
125
| – | – | ﹤0.01% | 1155 |
|
|
2022
Q1 | $8K | Hold |
125
| – | – | ﹤0.01% | 1075 |
|
|
2021
Q4 | $9K | Buy |
+125
| New | +$9K | ﹤0.01% | 1002 |
|