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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$562K Hold
2025
Q1
$507K Hold
2024
Q4
$481K Hold
2024
Q3
$528K Hold
2024
Q2
$491K Sell
2024
Q1
$500K Hold
2023
Q4
$478K Buy