Lutz Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-10,000
| Closed | -$470K | – | 62 |
|
|
2020
Q1 | $470K | Hold |
10,000
| – | – | 0.1% | 53 |
|
|
2019
Q4 | $619K | Hold |
10,000
| – | – | 0.11% | 51 |
|
|
2019
Q3 | $578K | Hold |
10,000
| – | – | 0.11% | 51 |
|
|
2019
Q2 | $586K | Buy |
+10,000
| New | +$586K | 0.11% | 50 |
|
|
2018
Q4 | – | Sell |
-8,358
| Closed | -$504K | – | 64 |
|
|
2018
Q3 | $504K | Buy |
+8,358
| New | +$504K | 0.11% | 42 |
|