Beta Wealth Group’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Beta Wealth Group’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
2025 Q1	–	Sell	-3,211	Closed	-$212K	–	116
2024 Q4	$212K	Buy	3,211 +51	+2%	+$3.54K	0.09%	102
2024 Q3	$230K	Buy	3,160 +41	+1%	+$2.84K	0.1%	96
2024 Q2	$211K	Buy	3,119 +133	+4%	+$9.02K	0.1%	96
2024 Q1	$203K	Sell	2,986 -352	-11%	-$23K	0.1%	97
2023 Q4	$217K	Buy	+3,338	New	+$204K	0.11%	99
2023 Q1	–	Sell	-3,848	Closed	-$223K	–	107
2022 Q4	$223K	Sell	3,848 -246	-6%	-$13.7K	0.15%	92
2022 Q3	$208K	Buy	+4,094	New	+$232K	0.15%	87

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

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

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 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

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

Beta Wealth Group's IXUS Position: Q1 2025 in Review

Beta Wealth Group sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q1 2025, closing a stake of 3,211 shares — an estimated $212K sold.

Beta Wealth Group first reported a position in IXUS in Q3 2022 and held it in 7 quarters. The position peaked at $230K in Q3 2024. 795 funds tracked by Wall St. Rank hold IXUS as of Q1 2025.

Beta Wealth Group reported no remaining iShares Core MSCI Total International Stock ETF position as of Q1 2025 after selling out during the quarter.
Beta Wealth Group sold 3,211 iShares Core MSCI Total International Stock ETF shares in Q1 2025, an estimated $212K.
Beta Wealth Group first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2022 and held it in 7 quarters.
Beta Wealth Group's iShares Core MSCI Total International Stock ETF position peaked at $230K in Q3 2024.
795 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2025.

Based on Beta Wealth Group's 13F filing for Q1 2025, filed 9 May 2025.