Madison Wealth 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 | $7.4M | Buy |
95,732
+3,432
| +4% | +$265K | 1.62% | 14 |
|
2025
Q1 | $6.44M | Buy |
92,300
+330
| +0.4% | +$23K | 1.59% | 14 |
|
2024
Q4 | $6.08M | Sell |
91,970
-2,023
| -2% | -$134K | 1.7% | 11 |
|
2024
Q3 | $6.83M | Sell |
93,993
-919
| -1% | -$66.7K | 2.02% | 11 |
|
2024
Q2 | $6.41M | Buy |
94,912
+57
| +0.1% | +$3.85K | 2.2% | 11 |
|
2024
Q1 | $6.44M | Sell |
94,855
-279
| -0.3% | -$18.9K | 2.33% | 9 |
|
2023
Q4 | $6.18M | Sell |
95,134
-1,070
| -1% | -$69.5K | 2.45% | 8 |
|
2023
Q3 | $5.77M | Buy |
96,204
+1,333
| +1% | +$80K | 2.92% | 7 |
|
2023
Q2 | $5.94M | Buy |
94,871
+3,074
| +3% | +$192K | 2.78% | 8 |
|
2023
Q1 | $5.69M | Buy |
91,797
+666
| +0.7% | +$41.3K | 2.87% | 8 |
|
2022
Q4 | $5.27M | Sell |
91,131
-22,900
| -20% | -$1.33M | 3.08% | 7 |
|
2022
Q3 | $5.81M | Sell |
114,031
-955
| -0.8% | -$48.6K | 3.8% | 7 |
|
2022
Q2 | $6.56M | Buy |
114,986
+12,025
| +12% | +$686K | 4.17% | 7 |
|
2022
Q1 | $6.86M | Sell |
102,961
-7,182
| -7% | -$478K | 3.83% | 7 |
|
2021
Q4 | $7.81M | Buy |
110,143
+5,409
| +5% | +$384K | 3.93% | 8 |
|
2021
Q3 | $7.44M | Buy |
104,734
+3,211
| +3% | +$228K | 4.19% | 8 |
|
2021
Q2 | $7.44M | Buy |
101,523
+6,003
| +6% | +$440K | 4.26% | 9 |
|
2021
Q1 | $6.42M | Sell |
95,520
-612
| -0.6% | -$41.1K | 4.51% | 8 |
|
2020
Q4 | $6.46M | Buy |
+96,132
| New | +$6.46M | 4.33% | 8 |
|