Lockerman Financial Group’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
Q1 | – | Sell |
-3,746
| Closed | -$248K | – | 119 |
|
|
2024
Q4 | $248K | Sell |
3,746
-160
| -4% | -$10.6K | 0.42% | 86 |
|
|
2024
Q3 | $284K | Sell |
3,906
-6
| -0.2% | -$436 | 0.48% | 79 |
|
|
2024
Q2 | $264K | Hold |
3,912
| – | – | 0.48% | 76 |
|
|
2024
Q1 | $265K | Hold |
3,912
| – | – | 0.51% | 72 |
|
|
2023
Q4 | $254K | Buy |
3,912
+310
| +9% | +$20.1K | 0.59% | 61 |
|
|
2023
Q3 | $216K | Buy |
3,602
+358
| +11% | +$21.5K | 0.58% | 69 |
|
|
2023
Q2 | $203K | Buy |
+3,244
| New | +$203K | 0.56% | 69 |
|