Bromfield Sneider Wealth Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Bromfield Sneider Wealth Advisors’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 Q1	$13.8K	Buy	203 +15	+8%	+$979	0.01%	100
2023 Q4	$12.2K	Buy	188 +33	+21%	+$2.02K	0.01%	96
2023 Q3	$9.33K	Hold	155	–	–	0.01%	96
2023 Q2	$9.73K	Buy	155 +2	+1%	+$125	0.01%	93
2023 Q1	$9.48K	Buy	153 +45	+42%	+$2.76K	0.01%	92
2022 Q4	$6.26K	Buy	108 +1	+0.9%	+$56	0.01%	91
2022 Q3	$5K	Hold	107	–	–	0.01%	87
2022 Q2	$6K	Buy	107 +2	+2%	+$123	0.01%	88
2022 Q1	$7K	Buy	+105	New	+$7.12K	0.01%	101

Other funds holding IXUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's IXUS Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 8% in Q1 2024, buying an estimated $979 and bringing the position to 203 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #100.

Bromfield Sneider Wealth Advisors first reported a position in IXUS in Q1 2022 and has held it in 9 quarters since. 717 funds tracked by Wall St. Rank hold IXUS as of Q1 2024.

Bromfield Sneider Wealth Advisors held 203 shares of iShares Core MSCI Total International Stock ETF worth $13.8K as of Q1 2024.
Bromfield Sneider Wealth Advisors bought 15 iShares Core MSCI Total International Stock ETF shares in Q1 2024, an estimated $979.
iShares Core MSCI Total International Stock ETF made up 0.01% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #100 holding.
Bromfield Sneider Wealth Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2022 and has held it in 9 quarters since.
717 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.