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

Canvas 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
2023 Q2	–	Sell	-4,485	Closed	-$283K	–	138
2023 Q1	$283K	Sell	4,485 -22,071	-83%	-$1.35M	0.12%	114
2022 Q4	$1.65M	Sell	26,556 -830	-3%	-$46.3K	0.69%	31
2022 Q3	$1.46M	Sell	27,386 -2,308	-8%	-$131K	0.62%	34
2022 Q2	$1.69M	Sell	29,694 -11,097	-27%	-$683K	0.68%	36
2022 Q1	$2.55M	Sell	40,791 -3,157	-7%	-$214K	0.93%	31
2021 Q4	$3.12M	Buy	43,948 +3,665	+9%	+$263K	1.12%	22
2021 Q3	$2.86M	Sell	40,283 -1,215	-3%	-$88.6K	1.17%	25
2021 Q2	$3.04M	Buy	41,498 +1,670	+4%	+$122K	1.36%	21
2021 Q1	$2.85M	Buy	+39,828	New	+$2.79M	1.66%	17

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

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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Canvas Wealth Advisors's IXUS Position: Q2 2023 in Review

Canvas Wealth Advisors sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q2 2023, closing a stake of 4,485 shares — an estimated $283K sold.

Canvas Wealth Advisors first reported a position in IXUS in Q1 2021 and held it in 9 quarters. The position peaked at $3.12M in Q4 2021. 648 funds tracked by Wall St. Rank hold IXUS as of Q2 2023.

Canvas Wealth Advisors reported no remaining iShares Core MSCI Total International Stock ETF position as of Q2 2023 after selling out during the quarter.
Canvas Wealth Advisors sold 4,485 iShares Core MSCI Total International Stock ETF shares in Q2 2023, an estimated $283K.
Canvas Wealth Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2021 and held it in 9 quarters.
Canvas Wealth Advisors's iShares Core MSCI Total International Stock ETF position peaked at $3.12M in Q4 2021.
648 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2023.

Based on Canvas Wealth Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.