Baldrige Asset Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Baldrige Asset 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
2023 Q1	$25K	Buy	406 +49	+14%	+$3K	0.01%	209
2022 Q4	$21K	Hold	357	–	–	0.01%	212
2022 Q3	$18K	Hold	357	–	–	0.01%	210
2022 Q2	$20K	Buy	357 +1	+0.3%	+$62	0.01%	210
2022 Q1	$24K	Buy	356 +18	+5%	+$1.22K	0.01%	219
2021 Q4	$24K	Hold	338	–	–	0.01%	221
2021 Q3	$24K	Hold	338	–	–	0.01%	222
2021 Q2	$25K	Buy	+338	New	+$24.7K	0.01%	221

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 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

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

Baldrige Asset Management's IXUS Position: Q1 2023 in Review

Baldrige Asset Management increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 14% in Q1 2023, buying an estimated $3K and bringing the position to 406 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #209.

Baldrige Asset Management first reported a position in IXUS in Q2 2021 and has held it in 8 quarters since. 639 funds tracked by Wall St. Rank hold IXUS as of Q1 2023.

Baldrige Asset Management held 406 shares of iShares Core MSCI Total International Stock ETF worth $25K as of Q1 2023.
Baldrige Asset Management bought 49 iShares Core MSCI Total International Stock ETF shares in Q1 2023, an estimated $3K.
iShares Core MSCI Total International Stock ETF made up 0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #209 holding.
Baldrige Asset Management first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2021 and has held it in 8 quarters since.
639 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.