Rooted Wealth 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 | $14M | Buy |
180,932
+893
| +0.5% | +$69K | 4.83% | 5 |
|
|
2025
Q1 | $11.6M | Sell |
180,039
-4,618
| -3% | -$298K | 5.01% | 5 |
|
|
2024
Q4 | $12.3M | Buy |
184,657
+6,430
| +4% | +$428K | 4.81% | 5 |
|
|
2024
Q3 | $12.9M | Sell |
178,227
-2,081
| -1% | -$150K | 5.74% | 5 |
|
|
2024
Q2 | $12.4M | Buy |
180,308
+19,601
| +12% | +$1.35M | 5.49% | 3 |
|
|
2024
Q1 | $10.8M | Buy |
160,707
+1,797
| +1% | +$121K | 5.34% | 4 |
|
|
2023
Q4 | $10.2M | Buy |
158,910
+15,245
| +11% | +$982K | 5.35% | 4 |
|
|
2023
Q3 | $8.95M | Buy |
143,665
+4,393
| +3% | +$274K | 5.51% | 4 |
|
|
2023
Q2 | $8.67M | Buy |
139,272
+131,226
| +1,631% | +$8.17M | 5.85% | 4 |
|
|
2023
Q1 | $509K | Buy |
+8,046
| New | +$509K | 0.38% | 47 |
|