OneDigital 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 | $3.21M | Buy |
41,564
+1,077
| +3% | +$83.3K | 0.04% | 312 |
|
|
2025
Q1 | $2.83M | Sell |
40,487
-515
| -1% | -$36K | 0.03% | 321 |
|
|
2024
Q4 | $2.71M | Sell |
41,002
-2,742
| -6% | -$181K | 0.03% | 353 |
|
|
2024
Q3 | $3.18M | Buy |
43,744
+920
| +2% | +$66.8K | 0.04% | 332 |
|
|
2024
Q2 | $2.89M | Sell |
42,824
-2,058
| -5% | -$139K | 0.04% | 339 |
|
|
2024
Q1 | $3.05M | Buy |
44,882
+8,569
| +24% | +$581K | 0.05% | 259 |
|
|
2023
Q4 | $2.36M | Buy |
36,313
+6,884
| +23% | +$447K | 0.04% | 283 |
|
|
2023
Q3 | $1.77M | Buy |
29,429
+1,050
| +4% | +$63K | 0.04% | 302 |
|
|
2023
Q2 | $1.78M | Buy |
28,379
+4,743
| +20% | +$297K | 0.04% | 296 |
|
|
2023
Q1 | $1.46M | Sell |
23,636
-578
| -2% | -$35.8K | 0.03% | 328 |
|
|
2022
Q4 | $1.4M | Buy |
24,214
+6,097
| +34% | +$353K | 0.04% | 301 |
|
|
2022
Q3 | $923K | Buy |
18,117
+11,201
| +162% | +$571K | 0.03% | 314 |
|
|
2022
Q2 | $394K | Buy |
6,916
+795
| +13% | +$45.3K | 0.02% | 488 |
|
|
2022
Q1 | $408K | Buy |
+6,121
| New | +$408K | 0.02% | 499 |
|
|
2019
Q3 | – | Sell |
-72
| Closed | -$4K | – | 823 |
|
|
2019
Q2 | $4K | Hold |
72
| – | – | ﹤0.01% | 1057 |
|
|
2019
Q1 | $4K | Hold |
72
| – | – | ﹤0.01% | 1011 |
|
|
2018
Q4 | $4K | Hold |
72
| – | – | ﹤0.01% | 976 |
|
|
2018
Q3 | $4K | Hold |
72
| – | – | ﹤0.01% | 947 |
|
|
2018
Q2 | $4K | Sell |
72
-164
| -69% | -$9.11K | ﹤0.01% | 1198 |
|
|
2018
Q1 | $15K | Buy |
236
+164
| +228% | +$10.4K | ﹤0.01% | 910 |
|
|
2017
Q4 | $5K | Hold |
72
| – | – | ﹤0.01% | 1080 |
|
|
2017
Q3 | $4K | Hold |
72
| – | – | ﹤0.01% | 917 |
|
|
2017
Q2 | $4K | Buy |
+72
| New | +$4K | ﹤0.01% | 1088 |
|