Meridian 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
$21.7M Buy
280,487
+14,916
+6% +$1.15M 3.14% 9
2025
Q1
$18.5M Buy
265,571
+854
+0.3% +$59.6K 2.96% 9
2024
Q4
$17.5M Buy
264,717
+11,869
+5% +$785K 2.66% 12
2024
Q3
$18.4M Buy
252,848
+3,741
+2% +$272K 2.86% 11
2024
Q2
$16.8M Buy
249,107
+21,900
+10% +$1.48M 2.97% 10
2024
Q1
$15.4M Sell
227,207
-6,735
-3% -$457K 2.78% 11
2023
Q4
$15.2M Buy
233,942
+2,604
+1% +$169K 2.9% 11
2023
Q3
$13.9M Buy
231,338
+3,338
+1% +$200K 2.89% 12
2023
Q2
$14.3M Buy
228,000
+13,519
+6% +$847K 2.93% 11
2023
Q1
$13.3M Buy
214,481
+8,021
+4% +$497K 2.89% 11
2022
Q4
$11.9M Buy
206,460
+3,375
+2% +$195K 2.76% 11
2022
Q3
$10.3M Buy
203,085
+10,692
+6% +$544K 2.59% 11
2022
Q2
$11M Buy
192,393
+5,225
+3% +$298K 2.6% 11
2022
Q1
$12.5M Buy
187,168
+8,984
+5% +$598K 2.62% 10
2021
Q4
$12.6M Buy
178,184
+17,646
+11% +$1.25M 2.53% 11
2021
Q3
$11.4M Buy
160,538
+6,424
+4% +$456K 2.47% 11
2021
Q2
$11.3M Buy
154,114
+19,165
+14% +$1.4M 2.64% 9
2021
Q1
$9.48M Buy
134,949
+6,615
+5% +$465K 2.85% 9
2020
Q4
$8.62M Sell
128,334
-750
-0.6% -$50.4K 3.56% 11
2020
Q3
$7.53M Sell
129,084
-2,123
-2% -$124K 3.8% 9
2020
Q2
$7.15M Sell
131,207
-51,474
-28% -$2.81M 3.85% 9
2020
Q1
$8.59M Sell
182,681
-196
-0.1% -$9.21K 5.11% 5
2019
Q4
$11.3M Buy
+182,877
New +$11.3M 7.05% 4