Wealthspire Advisors (New York)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $72.4M | Buy |
835,385
+40,049
| +5% | +$3.57M | 0.57% | 34 |
|
|
2025
Q4 | $67.3M | Sell |
795,336
-25,051
| -3% | -$2.1M | 0.54% | 36 |
|
|
2025
Q3 | $67.7M | Sell |
820,387
-24,022
| -3% | -$1.91M | 0.35% | 41 |
|
|
2025
Q2 | $65.3M | Sell |
844,409
-10,165
| -1% | -$742K | 0.37% | 41 |
|
|
2025
Q1 | $59.7M | Sell |
854,574
-2,753
| -0.3% | -$191K | 0.36% | 42 |
|
|
2024
Q4 | $56.7M | Buy |
857,327
+8,209
| +1% | +$570K | 0.56% | 37 |
|
|
2024
Q3 | $61.7M | Buy |
849,118
+7,446
| +0.9% | +$516K | 0.63% | 33 |
|
|
2024
Q2 | $56.9M | Sell |
841,672
-7,551
| -0.9% | -$512K | 0.73% | 29 |
|
|
2024
Q1 | $57.6M | Sell |
849,223
-35,583
| -4% | -$2.32M | 0.77% | 26 |
|
|
2023
Q4 | $57.5M | Buy |
884,806
+5,416
| +0.6% | +$332K | 0.82% | 25 |
|
|
2023
Q3 | $52.8M | Sell |
879,390
-4,727
| -0.5% | -$295K | 0.87% | 24 |
|
|
2023
Q2 | $55.4M | Buy |
884,117
+3,023
| +0.3% | +$189K | 0.9% | 23 |
|
|
2023
Q1 | $54.6M | Buy |
881,094
+710
| +0.1% | +$43.5K | 0.94% | 22 |
|
|
2022
Q4 | $51M | Buy |
880,384
+108,482
| +14% | +$6.05M | 0.93% | 24 |
|
|
2022
Q3 | $39.3M | Buy |
771,902
+64,750
| +9% | +$3.67M | 0.82% | 25 |
|
|
2022
Q2 | $40.3M | Buy |
707,152
+242,607
| +52% | +$14.9M | 0.84% | 22 |
|
|
2022
Q1 | $30.9M | Buy |
464,545
+156,216
| +51% | +$10.6M | 0.7% | 22 |
|
|
2021
Q4 | $21.9M | Buy |
308,329
+83,762
| +37% | +$6.02M | 0.48% | 28 |
|
|
2021
Q3 | $15.9M | Buy |
224,567
+8,010
| +4% | +$584K | 0.33% | 42 |
|
|
2021
Q2 | $15.9M | Buy |
216,557
+8,346
| +4% | +$611K | 0.42% | 32 |
|
|
2021
Q1 | $14.6M | Buy |
208,211
+2,530
| +1% | +$177K | 0.35% | 36 |
|
|
2020
Q4 | $13.8M | Buy |
205,681
+98,557
| +92% | +$6.19M | 0.41% | 32 |
|
|
2020
Q3 | $6.25M | Sell |
107,124
-564
| -0.5% | -$32.9K | 0.37% | 35 |
|
|
2020
Q2 | $5.87M | Sell |
107,688
-71,007
| -40% | -$3.65M | 0.41% | 34 |
|
|
2020
Q1 | $8.4M | Buy |
+178,695
| New | +$10.1M | 0.35% | 39 |
|
|
2019
Q1 | – | Sell |
-1,600
| Closed | -$84K | – | 428 |
|
|
2018
Q4 | $84K | Buy |
+1,600
| New | +$88.8K | 0.01% | 122 |
|
Other funds holding IXUS
AA
DADC