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Alera Investment Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Alera Investment Advisors’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 		$3.71M Buy
51,139
+698
+1% +$48.3K 0.44% 36
2024
Q2 		$3.41M Buy
+50,441
New +$3.42M 0.41% 40

Other funds holding IXUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Alera Investment Advisors's IXUS Position: Q3 2024 in Review

Alera Investment Advisors increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 1.4% in Q3 2024, buying an estimated $48.3K and bringing the position to 51,139 shares worth $3.71M. The position accounts for 0.44% of the portfolio, ranked #36.

Alera Investment Advisors first reported a position in IXUS in Q2 2024 and has held it in 2 quarters since. 756 funds tracked by Wall St. Rank hold IXUS as of Q3 2024.

  • Alera Investment Advisors held 51,139 shares of iShares Core MSCI Total International Stock ETF worth $3.71M as of Q3 2024.
  • Alera Investment Advisors bought 698 iShares Core MSCI Total International Stock ETF shares in Q3 2024, an estimated $48.3K.
  • iShares Core MSCI Total International Stock ETF made up 0.44% of Alera Investment Advisors's portfolio in Q3 2024, its #36 holding.
  • Alera Investment Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2024 and has held it in 2 quarters since.
  • 756 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.