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

Carolina 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 		– Sell
-32
Closed -$2.08K – 239
2023
Q4 		$2.08K Hold
32
– – ﹤0.01% 204
2023
Q3 		$1.92K Buy
+32
New +$2K ﹤0.01% 221

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B 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

Carolina Wealth Advisors's IXUS Position: Q1 2024 in Review

Carolina Wealth Advisors sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q1 2024, closing a stake of 32 shares — an estimated $2.08K sold.

Carolina Wealth Advisors first reported a position in IXUS in Q3 2023 and held it in 2 quarters. The position peaked at $2.08K in Q4 2023. 715 funds tracked by Wall St. Rank hold IXUS as of Q1 2024.

  • Carolina Wealth Advisors reported no remaining iShares Core MSCI Total International Stock ETF position as of Q1 2024 after selling out during the quarter.
  • Carolina Wealth Advisors sold 32 iShares Core MSCI Total International Stock ETF shares in Q1 2024, an estimated $2.08K.
  • Carolina Wealth Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2023 and held it in 2 quarters.
  • Carolina Wealth Advisors's iShares Core MSCI Total International Stock ETF position peaked at $2.08K in Q4 2023.
  • 715 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2024.

Based on Carolina Wealth Advisors's 13F filing for Q1 2024, filed 5 Apr 2024.