Kingswood Wealth Advisors’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 | – | Sell |
-4,796
| Closed | -$335K | – | 770 |
|
|
2025
Q1 | $335K | Sell |
4,796
-496
| -9% | -$34.6K | 0.03% | 507 |
|
|
2024
Q4 | $350K | Buy |
5,292
+1,090
| +26% | +$72.1K | 0.03% | 553 |
|
|
2024
Q3 | $305K | Sell |
4,202
-134
| -3% | -$9.73K | 0.02% | 568 |
|
|
2024
Q2 | $293K | Sell |
4,336
-1,041
| -19% | -$70.3K | 0.03% | 527 |
|
|
2024
Q1 | $365K | Buy |
5,377
+424
| +9% | +$28.8K | 0.04% | 424 |
|
|
2023
Q4 | $322K | Buy |
4,953
+1,281
| +35% | +$83.2K | 0.04% | 450 |
|
|
2023
Q3 | $220K | Buy |
+3,672
| New | +$220K | 0.04% | 376 |
|