Wescott Financial Advisory Group’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 | $3.64M | Sell |
47,125
-526
| -1% | -$40.7K | 0.35% | 44 |
|
|
2025
Q1 | $3.33M | Sell |
47,651
-73
| -0.2% | -$5.1K | 0.34% | 45 |
|
|
2024
Q4 | $3.16M | Buy |
47,724
+627
| +1% | +$41.5K | 0.33% | 44 |
|
|
2024
Q3 | $3.42M | Sell |
47,097
-1,047
| -2% | -$76K | 0.37% | 43 |
|
|
2024
Q2 | $3.25M | Sell |
48,144
-5,324
| -10% | -$360K | 0.38% | 45 |
|
|
2024
Q1 | $3.63M | Sell |
53,468
-1,286
| -2% | -$87.3K | 0.45% | 39 |
|
|
2023
Q4 | $3.56M | Buy |
54,754
+1,816
| +3% | +$118K | 0.5% | 39 |
|
|
2023
Q3 | $3.18M | Hold |
52,938
| – | – | 0.58% | 39 |
|
|
2023
Q2 | $3.31M | Sell |
52,938
-200
| -0.4% | -$12.5K | 0.59% | 38 |
|
|
2023
Q1 | $3.29M | Sell |
53,138
-2,553
| -5% | -$158K | 0.72% | 32 |
|
|
2022
Q4 | $3.22M | Buy |
55,691
+4,370
| +9% | +$253K | 0.7% | 31 |
|
|
2022
Q3 | $2.61M | Buy |
51,321
+100
| +0.2% | +$5.09K | 0.73% | 29 |
|
|
2022
Q2 | $2.92M | Buy |
51,221
+1,411
| +3% | +$80.5K | 0.79% | 26 |
|
|
2022
Q1 | $3.32M | Buy |
+49,810
| New | +$3.32M | 0.85% | 24 |
|