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

Centerpoint 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
Q3 		– Sell
-161
Closed -$11K – 480
2024
Q2 		$11K Hold
161
– – ﹤0.01% 340
2024
Q1 		$11K Buy
+161
New +$10.5K ﹤0.01% 320

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

Centerpoint Advisors's IXUS Position: Q3 2024 in Review

Centerpoint Advisors sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q3 2024, closing a stake of 161 shares — an estimated $11K sold.

Centerpoint Advisors first reported a position in IXUS in Q1 2024 and held it in 2 quarters. The position peaked at $11K in Q2 2024. 755 funds tracked by Wall St. Rank hold IXUS as of Q3 2024.

  • Centerpoint Advisors reported no remaining iShares Core MSCI Total International Stock ETF position as of Q3 2024 after selling out during the quarter.
  • Centerpoint Advisors sold 161 iShares Core MSCI Total International Stock ETF shares in Q3 2024, an estimated $11K.
  • Centerpoint Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2024 and held it in 2 quarters.
  • Centerpoint Advisors's iShares Core MSCI Total International Stock ETF position peaked at $11K in Q2 2024.
  • 755 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2024.

Based on Centerpoint Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.