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Boston Mountain Money Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Boston Mountain Money 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
2024
Q3 		$6.22M Buy
85,605
+1,304
+2% +$90.3K 3.61% 10
2024
Q2 		$5.7M Buy
84,301
+1,786
+2% +$121K 3.76% 9
2024
Q1 		$5.6M Buy
+82,515
New +$5.39M 3.83% 9

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 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 $16.5B AUM 19.94% 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

Boston Mountain Money Management's IXUS Position: Q3 2024 in Review

Boston Mountain Money Management increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 1.5% in Q3 2024, buying an estimated $90.3K and bringing the position to 85,605 shares worth $6.22M. The position accounts for 3.61% of the portfolio, ranked #10.

Boston Mountain Money Management first reported a position in IXUS in Q1 2024 and has held it in 3 quarters since. 755 funds tracked by Wall St. Rank hold IXUS as of Q3 2024.

  • Boston Mountain Money Management held 85,605 shares of iShares Core MSCI Total International Stock ETF worth $6.22M as of Q3 2024.
  • Boston Mountain Money Management bought 1,304 iShares Core MSCI Total International Stock ETF shares in Q3 2024, an estimated $90.3K.
  • iShares Core MSCI Total International Stock ETF made up 3.61% of Boston Mountain Money Management's portfolio in Q3 2024, its #10 holding.
  • Boston Mountain Money Management first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2024 and has held it in 3 quarters since.
  • 755 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.