Williams Jones Wealth Management’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 | $233K | Buy |
+3,015
| New | +$233K | ﹤0.01% | 456 |
|
2024
Q2 | – | Sell |
-5,895
| Closed | -$400K | – | 538 |
|
2024
Q1 | $400K | Hold |
5,895
| – | – | 0.01% | 389 |
|
2023
Q4 | $383K | Hold |
5,895
| – | – | 0.01% | 387 |
|
2023
Q3 | $354K | Hold |
5,895
| – | – | 0.01% | 394 |
|
2023
Q2 | $369K | Hold |
5,895
| – | – | 0.01% | 393 |
|
2023
Q1 | $365K | Hold |
5,895
| – | – | 0.01% | 419 |
|
2022
Q4 | $341K | Buy |
+5,895
| New | +$341K | 0.01% | 421 |
|