Waterford 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,038
| Closed | -$327K | – | 56 |
|
|
2023
Q4 | $327K | Hold |
5,038
| – | – | 0.15% | 37 |
|
|
2023
Q3 | $302K | Hold |
5,038
| – | – | 0.17% | 37 |
|
|
2023
Q2 | $315K | Sell |
5,038
-181
| -3% | -$11.3K | 0.15% | 40 |
|
|
2023
Q1 | $323K | Sell |
5,219
-2,426
| -32% | -$150K | 0.17% | 38 |
|
|
2022
Q4 | $442K | Buy |
+7,645
| New | +$442K | 0.26% | 32 |
|