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

Capital Advisors 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
2023 Q3	–	Sell	-11,047	Closed	-$692K	–	141
2023 Q2	$692K	Buy	11,047 +1,009	+10%	+$63.2K	0.18%	66
2023 Q1	$622K	Sell	10,038 -71	-0.7%	-$4.35K	0.17%	70
2022 Q4	$585K	Buy	10,109 +1,367	+16%	+$76.3K	0.18%	64
2022 Q3	$445K	Sell	8,742 -992	-10%	-$56.2K	0.15%	73
2022 Q2	$555K	Buy	9,734 +4,063	+72%	+$250K	0.18%	66
2022 Q1	$378K	Buy	+5,671	New	+$385K	0.12%	82

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Capital Advisors Wealth Management's IXUS Position: Q3 2023 in Review

Capital Advisors Wealth Management sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q3 2023, closing a stake of 11,047 shares — an estimated $692K sold.

Capital Advisors Wealth Management first reported a position in IXUS in Q1 2022 and held it in 6 quarters. The position peaked at $692K in Q2 2023. 652 funds tracked by Wall St. Rank hold IXUS as of Q3 2023.

Capital Advisors Wealth Management reported no remaining iShares Core MSCI Total International Stock ETF position as of Q3 2023 after selling out during the quarter.
Capital Advisors Wealth Management sold 11,047 iShares Core MSCI Total International Stock ETF shares in Q3 2023, an estimated $692K.
Capital Advisors Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2022 and held it in 6 quarters.
Capital Advisors Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $692K in Q2 2023.
652 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2023.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.