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Avestar Capital’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Avestar Capital’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
2023
Q4 		– Sell
-36,600
Closed -$2.2M – 423
2023
Q3 		$2.2M Hold
36,600
– – 0.31% 57
2023
Q2 		$2.29M Hold
36,600
– – 0.37% 44
2023
Q1 		$2.27M Hold
36,600
– – 0.4% 45
2022
Q4 		$2.12M Buy
+36,600
New +$2.04M 0.38% 49

Other funds holding IXUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Avestar Capital's IXUS Position: Q4 2023 in Review

Avestar Capital sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q4 2023, closing a stake of 36,600 shares — an estimated $2.2M sold.

Avestar Capital first reported a position in IXUS in Q4 2022 and held it in 4 quarters. The position peaked at $2.29M in Q2 2023. 715 funds tracked by Wall St. Rank hold IXUS as of Q4 2023.

  • Avestar Capital reported no remaining iShares Core MSCI Total International Stock ETF position as of Q4 2023 after selling out during the quarter.
  • Avestar Capital sold 36,600 iShares Core MSCI Total International Stock ETF shares in Q4 2023, an estimated $2.2M.
  • Avestar Capital first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and held it in 4 quarters.
  • Avestar Capital's iShares Core MSCI Total International Stock ETF position peaked at $2.29M in Q2 2023.
  • 715 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2023.

Based on Avestar Capital's 13F filing for Q4 2023, filed 12 Feb 2024.