Life Planning Partners’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 | $1.29M | Buy |
16,685
+4,138
| +33% | +$320K | 1.03% | 25 |
|
|
2025
Q1 | $876K | Buy |
12,547
+1,518
| +14% | +$106K | 0.79% | 31 |
|
|
2024
Q4 | $729K | Buy |
11,029
+140
| +1% | +$9.26K | 0.67% | 32 |
|
|
2024
Q3 | $791K | Sell |
10,889
-3,321
| -23% | -$241K | 0.71% | 32 |
|
|
2024
Q2 | $960K | Buy |
14,210
+6,673
| +89% | +$451K | 0.87% | 25 |
|
|
2024
Q1 | $511K | Buy |
7,537
+994
| +15% | +$67.5K | 0.51% | 38 |
|
|
2023
Q4 | $425K | Buy |
+6,543
| New | +$425K | 0.42% | 42 |
|
|
2022
Q3 | $202K | Buy |
3,961
+10
| +0.3% | +$509 | 0.23% | 51 |
|
|
2022
Q2 | $224K | Hold |
3,951
| – | – | 0.25% | 47 |
|
|
2022
Q1 | $264K | Sell |
3,951
-100
| -2% | -$6.68K | 0.27% | 44 |
|
|
2021
Q4 | $287K | Buy |
+4,051
| New | +$287K | 0.29% | 42 |
|