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

Brophy 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
2024 Q3	$257K	Buy	+3,535	New	+$245K	0.09%	186

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Brophy Wealth Management's IXUS Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in iShares Core MSCI Total International Stock ETF (IXUS) in Q3 2024: 3,535 shares worth $257K. The stake represents 0.09% of the portfolio and ranks #186 among its holdings.

755 funds tracked by Wall St. Rank hold IXUS as of Q3 2024.

Brophy Wealth Management held 3,535 shares of iShares Core MSCI Total International Stock ETF worth $257K as of Q3 2024.
iShares Core MSCI Total International Stock ETF was a new Brophy Wealth Management position in Q3 2024.
iShares Core MSCI Total International Stock ETF made up 0.09% of Brophy Wealth Management's portfolio in Q3 2024, its #186 holding.
755 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.