Mascoma Wealth Management’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 | $39.4K | Hold |
510
| – | – | 0.01% | 209 |
|
|
2025
Q1 | $35.6K | Hold |
510
| – | – | 0.01% | 212 |
|
|
2024
Q4 | $33.7K | Hold |
510
| – | – | 0.01% | 233 |
|
|
2024
Q3 | $37K | Hold |
510
| – | – | 0.01% | 216 |
|
|
2024
Q2 | $34.5K | Hold |
510
| – | – | 0.01% | 221 |
|
|
2024
Q1 | $34.6K | Hold |
510
| – | – | 0.01% | 213 |
|
|
2023
Q4 | $33.1K | Hold |
510
| – | – | 0.01% | 222 |
|
|
2023
Q3 | $30.6K | Hold |
510
| – | – | 0.01% | 230 |
|
|
2023
Q2 | $32.1K | Sell |
510
-471
| -48% | -$29.6K | 0.01% | 224 |
|
|
2023
Q1 | $61.9K | Sell |
981
-15
| -2% | -$947 | 0.02% | 215 |
|
|
2022
Q4 | $57.6K | Sell |
996
-800
| -45% | -$46.3K | 0.02% | 213 |
|
|
2022
Q3 | $91K | Sell |
1,796
-1,408
| -44% | -$71.3K | 0.03% | 173 |
|
|
2022
Q2 | $183K | Hold |
3,204
| – | – | 0.06% | 119 |
|
|
2022
Q1 | $213K | Sell |
3,204
-1,360
| -30% | -$90.4K | 0.07% | 116 |
|
|
2021
Q4 | $324K | Buy |
4,564
+557
| +14% | +$39.5K | 0.11% | 82 |
|
|
2021
Q3 | $284K | Hold |
4,007
| – | – | 0.11% | 89 |
|
|
2021
Q2 | $294K | Hold |
4,007
| – | – | 0.13% | 88 |
|
|
2021
Q1 | $282K | Buy |
+4,007
| New | +$282K | 0.12% | 88 |
|