VERITY 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 | $817K | Buy |
10,566
+832
| +9% | +$64.3K | 0.55% | 36 |
|
|
2025
Q1 | $680K | Sell |
9,734
-470
| -5% | -$32.8K | 0.5% | 37 |
|
|
2024
Q4 | $675K | Sell |
10,204
-90
| -0.9% | -$5.95K | 0.49% | 37 |
|
|
2024
Q3 | $748K | Hold |
10,294
| – | – | 0.53% | 37 |
|
|
2024
Q2 | $695K | Hold |
10,294
| – | – | 0.52% | 37 |
|
|
2024
Q1 | $699K | Hold |
10,294
| – | – | 0.54% | 39 |
|
|
2023
Q4 | $668K | Buy |
10,294
+3,000
| +41% | +$195K | 0.57% | 34 |
|
|
2023
Q3 | $438K | Hold |
7,294
| – | – | 0.41% | 44 |
|
|
2023
Q2 | $457K | Hold |
7,294
| – | – | 0.41% | 45 |
|
|
2023
Q1 | $452K | Hold |
7,294
| – | – | 0.42% | 49 |
|
|
2022
Q4 | $422K | Buy |
+7,294
| New | +$422K | 0.41% | 51 |
|