UP Strategic Wealth Investment 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 | $562K | Hold |
7,269
| – | – | 0.44% | 38 |
|
|
2025
Q1 | $507K | Hold |
7,269
| – | – | 0.45% | 42 |
|
|
2024
Q4 | $481K | Hold |
7,269
| – | – | 0.48% | 38 |
|
|
2024
Q3 | $528K | Hold |
7,269
| – | – | 0.59% | 34 |
|
|
2024
Q2 | $491K | Sell |
7,269
-98
| -1% | -$6.62K | 0.74% | 28 |
|
|
2024
Q1 | $500K | Hold |
7,367
| – | – | 0.82% | 29 |
|
|
2023
Q4 | $478K | Buy |
+7,367
| New | +$478K | 0.87% | 25 |
|