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Castleview Partners’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Castleview Partners’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 		– Sell
-4
Closed -$270 – 732
2024
Q2 		$270 Hold
4
– – ﹤0.01% 872
2024
Q1 		$271 Hold
4
– – ﹤0.01% 858
2023
Q4 		$260 Buy
+4
New +$245 ﹤0.01% 826
2018
Q1 		$6.62M Buy
+105,025
New +$6.76M 5.47% 2

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
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 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
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

Castleview Partners's IXUS Position: Q3 2024 in Review

Castleview Partners sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q3 2024, closing a stake of 4 shares — an estimated $270 sold.

Castleview Partners first reported a position in IXUS in Q1 2018 and held it in 4 quarters. The position peaked at $6.62M in Q1 2018. 755 funds tracked by Wall St. Rank hold IXUS as of Q3 2024.

  • Castleview Partners reported no remaining iShares Core MSCI Total International Stock ETF position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 4 iShares Core MSCI Total International Stock ETF shares in Q3 2024, an estimated $270.
  • Castleview Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2018 and held it in 4 quarters.
  • Castleview Partners's iShares Core MSCI Total International Stock ETF position peaked at $6.62M in Q1 2018.
  • 755 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.