Willow Creek 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 | $458K | Hold |
5,925
| – | – | 0.04% | 104 |
|
2025
Q1 | $414K | Hold |
5,925
| – | – | 0.04% | 98 |
|
2024
Q4 | $392K | Sell |
5,925
-240
| -4% | -$15.9K | 0.04% | 103 |
|
2024
Q3 | $448K | Buy |
6,165
+396
| +7% | +$28.8K | 0.05% | 94 |
|
2024
Q2 | $390K | Hold |
5,769
| – | – | 0.04% | 103 |
|
2024
Q1 | $391K | Hold |
5,769
| – | – | 0.05% | 100 |
|
2023
Q4 | $375K | Hold |
5,769
| – | – | 0.05% | 96 |
|
2023
Q3 | $346K | Buy |
5,769
+227
| +4% | +$13.6K | 0.05% | 97 |
|
2023
Q2 | $347K | Hold |
5,542
| – | – | 0.05% | 104 |
|
2023
Q1 | $343K | Hold |
5,542
| – | – | 0.05% | 92 |
|
2022
Q4 | $321K | Hold |
5,542
| – | – | 0.05% | 93 |
|
2022
Q3 | $282K | Buy |
5,542
+569
| +11% | +$29K | 0.05% | 92 |
|
2022
Q2 | $284K | Hold |
4,973
| – | – | 0.05% | 94 |
|
2022
Q1 | $331K | Hold |
4,973
| – | – | 0.07% | 86 |
|
2021
Q4 | $353K | Hold |
4,973
| – | – | 0.07% | 82 |
|
2021
Q3 | $353K | Hold |
4,973
| – | – | 0.08% | 77 |
|
2021
Q2 | $365K | Hold |
4,973
| – | – | 0.09% | 73 |
|
2021
Q1 | $350K | Hold |
4,973
| – | – | 0.13% | 58 |
|
2020
Q4 | $334K | Buy |
4,973
+76
| +2% | +$5.1K | 0.13% | 58 |
|
2020
Q3 | $286K | Hold |
4,897
| – | – | 0.12% | 58 |
|
2020
Q2 | $267K | Buy |
+4,897
| New | +$267K | 0.12% | 55 |
|