Talisman 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 | $212K | Buy |
+2,738
| New | +$212K | 0.19% | 106 |
|
|
2025
Q1 | – | Sell |
-4,347
| Closed | -$288K | – | 108 |
|
|
2024
Q4 | $288K | Sell |
4,347
-1,865
| -30% | -$123K | 0.31% | 77 |
|
|
2024
Q3 | $454K | Sell |
6,212
-370
| -6% | -$27K | 0.48% | 55 |
|
|
2024
Q2 | $445K | Buy |
6,582
+22
| +0.3% | +$1.49K | 0.51% | 51 |
|
|
2024
Q1 | $445K | Sell |
6,560
-445
| -6% | -$30.2K | 0.56% | 50 |
|
|
2023
Q4 | $455K | Sell |
7,005
-263
| -4% | -$17.1K | 0.67% | 43 |
|
|
2023
Q3 | $436K | Sell |
7,268
-1,236
| -15% | -$74.1K | 0.75% | 42 |
|
|
2023
Q2 | $533K | Sell |
8,504
-850
| -9% | -$53.2K | 0.91% | 34 |
|
|
2023
Q1 | $579K | Sell |
9,354
-352
| -4% | -$21.8K | 1.05% | 30 |
|
|
2022
Q4 | $562K | Buy |
+9,706
| New | +$562K | 1.2% | 28 |
|