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

Baystate 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
2023 Q4	$49.8K	Buy	766 +3	+0.4%	+$184	﹤0.01%	388
2023 Q3	$45.8K	Sell	763 -2,002	-72%	-$125K	﹤0.01%	351
2023 Q2	$173K	Buy	2,765 +34	+1%	+$2.13K	0.01%	202
2023 Q1	$169K	Buy	2,731 +1,971	+259%	+$121K	0.01%	196
2022 Q4	$44K	Buy	+760	New	+$42.4K	﹤0.01%	346
2020 Q3	–	Sell	-286	Closed	-$16K	–	689
2020 Q2	$16K	Buy	+286	New	+$14.7K	﹤0.01%	329

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

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

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

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

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

Baystate Wealth Management's IXUS Position: Q4 2023 in Review

Baystate Wealth Management increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.39% in Q4 2023, buying an estimated $184 and bringing the position to 766 shares worth $49.8K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Baystate Wealth Management first reported a position in IXUS in Q2 2020 and has held it in 6 quarters since. The position peaked at $173K in Q2 2023. 715 funds tracked by Wall St. Rank hold IXUS as of Q4 2023.

Baystate Wealth Management held 766 shares of iShares Core MSCI Total International Stock ETF worth $49.8K as of Q4 2023.
Baystate Wealth Management bought 3 iShares Core MSCI Total International Stock ETF shares in Q4 2023, an estimated $184.
iShares Core MSCI Total International Stock ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #388 holding.
Baystate Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2020 and has held it in 6 quarters since.
Baystate Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $173K in Q2 2023.
715 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.