9258 Wealth Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

9258 Wealth Management’s Portfolio IXUS Stock Details IXUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.76M	Sell	24,234 -1,116	-4%	-$77.3K	0.26%	79
2024 Q2	$1.71M	Sell	25,350 -5,356	-17%	-$363K	0.26%	74
2024 Q1	$2.08M	Buy	30,706 +1,714	+6%	+$112K	0.32%	63
2023 Q4	$1.88M	Buy	28,992 +3,333	+13%	+$204K	0.33%	62
2023 Q3	$1.54M	Buy	25,659 +11,636	+83%	+$726K	0.3%	68
2023 Q2	$878K	Buy	14,023 +7,498	+115%	+$469K	0.17%	118
2023 Q1	$404K	Buy	+6,525	New	+$400K	0.08%	211
2022 Q4	–	Sell	-5,443	Closed	-$277K	–	335
2022 Q3	$277K	Sell	5,443 -48,706	-90%	-$2.76M	0.07%	253
2022 Q2	$3.09M	Buy	54,149 +38,365	+243%	+$2.36M	0.79%	25
2022 Q1	$1.05M	Buy	15,784 +8,126	+106%	+$551K	0.24%	94
2021 Q4	$543K	Buy	+7,658	New	+$550K	0.12%	183

Other funds holding IXUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

9258 Wealth Management's IXUS Position: Q3 2024 in Review

9258 Wealth Management reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 4.4% in Q3 2024, selling an estimated $77.3K and leaving 24,234 shares worth $1.76M. The position accounts for 0.26% of the portfolio, ranked #79.

9258 Wealth Management first reported a position in IXUS in Q4 2021 and has held it in 11 quarters since. The position peaked at $3.09M in Q2 2022. 755 funds tracked by Wall St. Rank hold IXUS as of Q3 2024.

9258 Wealth Management held 24,234 shares of iShares Core MSCI Total International Stock ETF worth $1.76M as of Q3 2024.
9258 Wealth Management sold 1,116 iShares Core MSCI Total International Stock ETF shares in Q3 2024, an estimated $77.3K.
iShares Core MSCI Total International Stock ETF made up 0.26% of 9258 Wealth Management's portfolio in Q3 2024, its #79 holding.
9258 Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2021 and has held it in 11 quarters since.
9258 Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $3.09M in Q2 2022.
755 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.