Guardian Wealth Advisors (North Carolina)’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 | $640K | Buy |
8,282
+80
| +1% | +$6.19K | 0.05% | 173 |
|
|
2025
Q1 | $573K | Buy |
8,202
+5
| +0.1% | +$349 | 0.05% | 164 |
|
|
2024
Q4 | $542K | Buy |
8,197
+580
| +8% | +$38.4K | 0.04% | 180 |
|
|
2024
Q3 | $553K | Sell |
7,617
-345
| -4% | -$25.1K | 0.06% | 153 |
|
|
2024
Q2 | $538K | Buy |
7,962
+635
| +9% | +$42.9K | 0.06% | 145 |
|
|
2024
Q1 | $497K | Buy |
7,327
+1,175
| +19% | +$79.7K | 0.06% | 154 |
|
|
2023
Q4 | $399K | Buy |
6,152
+806
| +15% | +$52.3K | 0.06% | 162 |
|
|
2023
Q3 | $321K | Buy |
5,346
+1,598
| +43% | +$95.9K | 0.05% | 180 |
|
|
2023
Q2 | $235K | Buy |
3,748
+947
| +34% | +$59.3K | 0.04% | 204 |
|
|
2023
Q1 | $174K | Buy |
2,801
+388
| +16% | +$24K | 0.03% | 218 |
|
|
2022
Q4 | $140K | Buy |
+2,413
| New | +$140K | 0.03% | 210 |
|