Plante Moran Financial 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 | – | Sell |
-119
| Closed | -$8.31K | – | 821 |
|
|
2025
Q1 | $8.31K | Buy |
+119
| New | +$8.31K | ﹤0.01% | 600 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 826 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 859 |
|
|
2023
Q1 | – | Sell |
-408
| Closed | -$23.6K | – | 873 |
|
|
2022
Q4 | $23.6K | Buy |
+408
| New | +$23.6K | ﹤0.01% | 431 |
|
|
2022
Q3 | – | Sell |
-501
| Closed | -$29K | – | 967 |
|
|
2022
Q2 | $29K | Hold |
501
| – | – | ﹤0.01% | 392 |
|
|
2022
Q1 | $33K | Hold |
501
| – | – | 0.01% | 393 |
|
|
2021
Q4 | $36K | Hold |
501
| – | – | 0.01% | 424 |
|
|
2021
Q3 | $36K | Hold |
501
| – | – | 0.01% | 441 |
|
|
2021
Q2 | $37K | Sell |
501
-929
| -65% | -$68.6K | 0.01% | 429 |
|
|
2021
Q1 | $101K | Sell |
1,430
-2,024
| -59% | -$143K | 0.03% | 242 |
|
|
2020
Q4 | $232K | Hold |
3,454
| – | – | 0.07% | 148 |
|
|
2020
Q3 | $202K | Buy |
3,454
+2,618
| +313% | +$153K | 0.07% | 147 |
|
|
2020
Q2 | $46K | Buy |
+836
| New | +$46K | 0.02% | 303 |
|
|
2019
Q3 | – | Sell |
-75
| Closed | -$4K | – | 879 |
|
|
2019
Q2 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 669 |
|
|
2017
Q1 | – | Sell |
-225
| Closed | -$11K | – | 945 |
|
|
2016
Q4 | $11K | Hold |
225
| – | – | 0.01% | 572 |
|
|
2016
Q3 | $12K | Hold |
225
| – | – | 0.01% | 569 |
|
|
2016
Q2 | $11K | Hold |
225
| – | – | 0.01% | 513 |
|
|
2016
Q1 | $11K | Hold |
225
| – | – | 0.01% | 471 |
|
|
2015
Q4 | $11K | Hold |
225
| – | – | 0.01% | 560 |
|
|
2015
Q3 | $11K | Hold |
225
| – | – | 0.01% | 469 |
|
|
2015
Q2 | $12K | Hold |
225
| – | – | 0.01% | 494 |
|
|
2015
Q1 | $12K | Buy |
+225
| New | +$12K | 0.01% | 488 |
|