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Buckingham Strategic Wealth’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$19.6M Sell
289,557
-10,134
-3% -$687K 0.2% 62
2024
Q1 		$20.3M Sell
299,691
-9,826
-3% -$641K 0.21% 62
2023
Q4 		$20.1M Buy
309,517
+70,621
+30% +$4.32M 0.24% 60
2023
Q3 		$14.3M Buy
238,896
+322
+0.1% +$20.1K 0.2% 59
2023
Q2 		$14.9M Sell
238,574
-22
-0% -$1.38K 0.21% 58
2023
Q1 		$13.8M Hold
238,596
– – 0.25% 53
2022
Q4 		$13.8M Sell
238,596
-7,568
-3% -$422K 0.25% 53
2022
Q3 		$12.5M Buy
246,164
+138,004
+128% +$7.82M 0.26% 50
2022
Q2 		$6.17M Buy
108,160
+32,278
+43% +$1.99M 0.12% 93
2022
Q1 		$5.05M Buy
75,882
+50,717
+202% +$3.44M 0.1% 106
2021
Q4 		$1.78M Buy
25,165
+15,960
+173% +$1.15M 0.03% 195
2021
Q3 		$654K Buy
9,205
+204
+2% +$14.9K 0.01% 309
2021
Q2 		$660K Buy
9,001
+88
+1% +$6.44K 0.02% 302
2021
Q1 		$626K Sell
8,913
-35
-0.4% -$2.46K 0.03% 287
2020
Q4 		$601K Buy
8,948
+43
+0.5% +$2.7K 0.03% 286
2020
Q3 		$520K Buy
8,905
+245
+3% +$14.3K 0.04% 254
2020
Q2 		$472K Buy
8,660
+35
+0.4% +$1.8K 0.04% 225
2020
Q1 		$405K Buy
+8,625
New +$487K 0.04% 279

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
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

Buckingham Strategic Wealth's IXUS Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 3.4% in Q2 2024, selling an estimated $687K and leaving 289,557 shares worth $19.6M. The position accounts for 0.2% of the portfolio, ranked #62.

Buckingham Strategic Wealth first reported a position in IXUS in Q1 2020 and has held it in 18 quarters since. The position peaked at $20.3M in Q1 2024. 718 funds tracked by Wall St. Rank hold IXUS as of Q2 2024.

  • Buckingham Strategic Wealth held 289,557 shares of iShares Core MSCI Total International Stock ETF worth $19.6M as of Q2 2024.
  • Buckingham Strategic Wealth sold 10,134 iShares Core MSCI Total International Stock ETF shares in Q2 2024, an estimated $687K.
  • iShares Core MSCI Total International Stock ETF made up 0.2% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #62 holding.
  • Buckingham Strategic Wealth first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2020 and has held it in 18 quarters since.
  • Buckingham Strategic Wealth's iShares Core MSCI Total International Stock ETF position peaked at $20.3M in Q1 2024.
  • 718 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.