Sightline 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 | $4.46M | Sell |
57,629
-526
| -0.9% | -$40.7K | 2.15% | 12 |
|
|
2025
Q1 | $4.06M | Sell |
58,155
-1,250
| -2% | -$87.3K | 2.14% | 10 |
|
|
2024
Q4 | $3.93M | Buy |
59,405
+6,091
| +11% | +$403K | 2.12% | 11 |
|
|
2024
Q3 | $3.87M | Sell |
53,314
-632
| -1% | -$45.9K | 2.13% | 10 |
|
|
2024
Q2 | $3.64M | Buy |
53,946
+1,339
| +3% | +$90.5K | 2.27% | 12 |
|
|
2024
Q1 | $3.57M | Sell |
52,607
-911
| -2% | -$61.8K | 2.35% | 11 |
|
|
2023
Q4 | $3.47M | Buy |
53,518
+4,226
| +9% | +$274K | 2.64% | 10 |
|
|
2023
Q3 | $2.96M | Sell |
49,292
-611
| -1% | -$36.7K | 2.76% | 8 |
|
|
2023
Q2 | $3.09M | Buy |
49,903
+2,338
| +5% | +$145K | 3.07% | 8 |
|
|
2023
Q1 | $2.95M | Sell |
47,565
-6,810
| -13% | -$422K | 3.01% | 8 |
|
|
2022
Q4 | $3.15M | Sell |
54,375
-3,795
| -7% | -$220K | 3.39% | 8 |
|
|
2022
Q3 | $3.02M | Sell |
58,170
-4,931
| -8% | -$256K | 3.55% | 8 |
|
|
2022
Q2 | $3.58M | Sell |
63,101
-3,682
| -6% | -$209K | 3.49% | 8 |
|
|
2022
Q1 | $4.45M | Buy |
66,783
+986
| +1% | +$65.6K | 3.7% | 8 |
|
|
2021
Q4 | $4.69M | Buy |
65,797
+6,011
| +10% | +$428K | 4.19% | 6 |
|
|
2021
Q3 | $4.25M | Buy |
59,786
+1,201
| +2% | +$85.3K | 3.53% | 8 |
|
|
2021
Q2 | $4.29M | Sell |
58,585
-379
| -0.6% | -$27.8K | 3.55% | 8 |
|
|
2021
Q1 | $4.15M | Buy |
58,964
+1,805
| +3% | +$127K | 3.83% | 8 |
|
|
2020
Q4 | $3.84M | Buy |
+57,159
| New | +$3.84M | 3.78% | 8 |
|