Moneta Group Investment Advisors’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 | $2.27M | Buy |
29,343
+333
| +1% | +$25.7K | 0.03% | 218 |
|
2025
Q1 | $2.03M | Sell |
29,010
-18,512
| -39% | -$1.29M | 0.03% | 209 |
|
2024
Q4 | $3.14M | Buy |
47,522
+652
| +1% | +$43.1K | 0.04% | 162 |
|
2024
Q3 | $3.4M | Sell |
46,870
-68
| -0.1% | -$4.94K | 0.05% | 152 |
|
2024
Q2 | $3.17M | Sell |
46,938
-2,125
| -4% | -$144K | 0.05% | 151 |
|
2024
Q1 | $3.33M | Sell |
49,063
-1
| -0% | -$68 | 0.05% | 148 |
|
2023
Q4 | $3.19M | Buy |
49,064
+322
| +0.7% | +$20.9K | 0.06% | 139 |
|
2023
Q3 | $2.92M | Sell |
48,742
-760
| -2% | -$45.6K | 0.07% | 137 |
|
2023
Q2 | $3.1M | Buy |
49,502
+2,423
| +5% | +$152K | 0.07% | 136 |
|
2023
Q1 | $2.92M | Sell |
47,079
-225
| -0.5% | -$13.9K | 0.07% | 136 |
|
2022
Q4 | $2.98M | Buy |
47,304
+37,819
| +399% | +$2.38M | 0.08% | 127 |
|
2022
Q3 | $483K | Sell |
9,485
-264
| -3% | -$13.4K | 0.02% | 283 |
|
2022
Q2 | $556K | Sell |
9,749
-164
| -2% | -$9.35K | 0.02% | 289 |
|
2022
Q1 | $660K | Buy |
9,913
+186
| +2% | +$12.4K | 0.03% | 255 |
|
2021
Q4 | $690K | Sell |
9,727
-8,470
| -47% | -$601K | 0.03% | 253 |
|
2021
Q3 | $1.29M | Buy |
18,197
+8,661
| +91% | +$615K | 0.06% | 166 |
|
2021
Q2 | $699K | Buy |
9,536
+31
| +0.3% | +$2.27K | 0.03% | 235 |
|
2021
Q1 | $668K | Sell |
9,505
-184
| -2% | -$12.9K | 0.04% | 220 |
|
2020
Q4 | $651K | Buy |
9,689
+176
| +2% | +$11.8K | 0.05% | 175 |
|
2020
Q3 | $555K | Buy |
9,513
+672
| +8% | +$39.2K | 0.05% | 157 |
|
2020
Q2 | $482K | Buy |
8,841
+13
| +0.1% | +$709 | 0.05% | 164 |
|
2020
Q1 | $415K | Buy |
+8,828
| New | +$415K | 0.04% | 170 |
|