MorganRosel 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 | $916K | Hold |
11,845
| – | – | 0.25% | 63 |
|
2025
Q1 | $827K | Sell |
11,845
-569
| -5% | -$39.7K | 0.25% | 62 |
|
2024
Q4 | $821K | Hold |
12,414
| – | – | 0.27% | 66 |
|
2024
Q3 | $902K | Hold |
12,414
| – | – | 0.3% | 57 |
|
2024
Q2 | $839K | Hold |
12,414
| – | – | 0.3% | 62 |
|
2024
Q1 | $842K | Sell |
12,414
-1,899
| -13% | -$129K | 0.3% | 63 |
|
2023
Q4 | $929K | Buy |
14,313
+1,804
| +14% | +$117K | 0.36% | 51 |
|
2023
Q3 | $750K | Hold |
12,509
| – | – | 0.31% | 53 |
|
2023
Q2 | $783K | Hold |
12,509
| – | – | 0.32% | 60 |
|
2023
Q1 | $775K | Hold |
12,509
| – | – | 0.33% | 61 |
|
2022
Q4 | $724K | Buy |
+12,509
| New | +$724K | 0.33% | 63 |
|