Harvest Group Wealth Management’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
2023
Q1
$9.35M Buy
150,873
+5,538
+4% +$343K 5.81% 3
2022
Q4
$8.41M Buy
145,335
+831
+0.6% +$48.1K 5.52% 4
2022
Q3
$7.56M Buy
144,504
+5,800
+4% +$304K 5.03% 5
2022
Q2
$8.14M Sell
138,704
-7,571
-5% -$444K 5.02% 5
2022
Q1
$9.74M Buy
+146,275
New +$9.74M 5.54% 4