United Capital 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 | $9.74M | Sell |
126,048
-1,421
| -1% | -$110K | 0.08% | 200 |
|
|
2025
Q1 | $8.9M | Sell |
127,469
-8,622
| -6% | -$602K | 0.08% | 198 |
|
|
2024
Q4 | $9M | Buy |
136,091
+159
| +0.1% | +$10.5K | 0.08% | 192 |
|
|
2024
Q3 | $9.87M | Sell |
135,932
-1,856
| -1% | -$135K | 0.08% | 184 |
|
|
2024
Q2 | $9.31M | Buy |
137,788
+215
| +0.2% | +$14.5K | 0.08% | 182 |
|
|
2024
Q1 | $9.34M | Sell |
137,573
-4,608
| -3% | -$313K | 0.08% | 190 |
|
|
2023
Q4 | $9.23M | Sell |
142,181
-68,270
| -32% | -$4.43M | 0.08% | 199 |
|
|
2023
Q3 | $12.6M | Sell |
210,451
-8,950
| -4% | -$537K | 0.08% | 201 |
|
|
2023
Q2 | $13.7M | Sell |
219,401
-31,543
| -13% | -$1.98M | 0.07% | 201 |
|
|
2023
Q1 | $15.5M | Sell |
250,944
-10,885
| -4% | -$674K | 0.09% | 190 |
|
|
2022
Q4 | $15.2M | Sell |
261,829
-35,568
| -12% | -$2.06M | 0.09% | 201 |
|
|
2022
Q3 | $15.1M | Sell |
297,397
-15,117
| -5% | -$770K | 0.09% | 193 |
|
|
2022
Q2 | $17.8M | Sell |
312,514
-31,941
| -9% | -$1.82M | 0.1% | 189 |
|
|
2022
Q1 | $22.9M | Sell |
344,455
-18,276
| -5% | -$1.22M | 0.11% | 174 |
|
|
2021
Q4 | $25.7M | Buy |
362,731
+3,474
| +1% | +$246K | 0.12% | 168 |
|
|
2021
Q3 | $25.5M | Sell |
359,257
-7,969
| -2% | -$566K | 0.13% | 163 |
|
|
2021
Q2 | $26.9M | Sell |
367,226
-5,308
| -1% | -$389K | 0.14% | 160 |
|
|
2021
Q1 | $26.2M | Sell |
372,534
-6,423
| -2% | -$451K | 0.14% | 153 |
|
|
2020
Q4 | $25.5M | Sell |
378,957
-7,524
| -2% | -$506K | 0.15% | 151 |
|
|
2020
Q3 | $22.5M | Buy |
386,481
+7,327
| +2% | +$427K | 0.15% | 157 |
|
|
2020
Q2 | $20.7M | Buy |
379,154
+90
| +0% | +$4.91K | 0.15% | 149 |
|
|
2020
Q1 | $17.8M | Sell |
379,064
-28,440
| -7% | -$1.34M | 0.15% | 154 |
|
|
2019
Q4 | $25.2M | Buy |
407,504
+29,555
| +8% | +$1.83M | 0.16% | 143 |
|
|
2019
Q3 | $21.8M | Buy |
377,949
+50,739
| +16% | +$2.93M | 0.15% | 155 |
|
|
2019
Q2 | $19.2M | Buy |
327,210
+67,321
| +26% | +$3.95M | 0.13% | 175 |
|
|
2019
Q1 | $15.1M | Buy |
259,889
+97,920
| +60% | +$5.69M | 0.11% | 216 |
|
|
2018
Q4 | $8.51M | Buy |
161,969
+91,137
| +129% | +$4.79M | 0.07% | 279 |
|
|
2018
Q3 | $4.27M | Sell |
70,832
-1,254
| -2% | -$75.6K | 0.03% | 463 |
|
|
2018
Q2 | $4.34M | Sell |
72,086
-14,300
| -17% | -$860K | 0.03% | 442 |
|
|
2018
Q1 | $5.45M | Sell |
86,386
-19,416
| -18% | -$1.22M | 0.04% | 401 |
|
|
2017
Q4 | $6.67M | Buy |
105,802
+1,105
| +1% | +$69.7K | 0.05% | 362 |
|
|
2017
Q3 | $6.38M | Buy |
104,697
+1,053
| +1% | +$64.2K | 0.05% | 350 |
|
|
2017
Q2 | $5.95M | Sell |
103,644
-1,584
| -2% | -$90.9K | 0.05% | 350 |
|
|
2017
Q1 | $5.76M | Buy |
105,228
+18,366
| +21% | +$1.01M | 0.05% | 349 |
|
|
2016
Q4 | $4.39M | Buy |
86,862
+64,588
| +290% | +$3.26M | 0.04% | 386 |
|
|
2016
Q3 | $1.16M | Buy |
22,274
+480
| +2% | +$25.1K | 0.01% | 733 |
|
|
2016
Q2 | $1.07M | Buy |
21,794
+4,469
| +26% | +$219K | 0.01% | 719 |
|
|
2016
Q1 | $857K | Buy |
+17,325
| New | +$857K | 0.01% | 735 |
|