JGP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $739K | Buy |
9,555
+1,594
| +20% | +$123K | 0.09% | 114 |
|
|
2025
Q1 | $556K | Sell |
7,961
-11
| -0.1% | -$768 | 0.07% | 116 |
|
|
2024
Q4 | $527K | Buy |
7,972
+2,360
| +42% | +$156K | 0.07% | 124 |
|
|
2024
Q3 | $408K | Buy |
5,612
+822
| +17% | +$59.7K | 0.05% | 137 |
|
|
2024
Q2 | $324K | Buy |
+4,790
| New | +$324K | 0.05% | 142 |
|
|
2019
Q2 | – | Sell |
-8,933
| Closed | -$519K | – | 129 |
|
|
2019
Q1 | $519K | Buy |
8,933
+2,533
| +40% | +$147K | 0.2% | 86 |
|
|
2018
Q4 | $336K | Buy |
+6,400
| New | +$336K | 0.14% | 93 |
|