Triad Wealth Partners’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
$485K Buy
6,279
+1,981
+46% +$153K 0.1% 156
2025
Q1
$300K Buy
4,298
+930
+28% +$64.9K 0.09% 160
2024
Q4
$223K Buy
+3,368
New +$223K 0.08% 164
2024
Q3
Sell
-1,168
Closed -$78.9K 481
2024
Q2
$78.9K Buy
+1,168
New +$78.9K 0.04% 173