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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
BlackRock New York $5.7T 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 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