Chevy Chase Trust
IXUS icon

Chevy Chase Trust’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Chevy Chase Trust’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
Q4 		– Sell
-4,324
Closed -$314K – 638
2024
Q3 		$314K Hold
4,324
– – ﹤0.01% 599
2024
Q2 		$292K Hold
4,324
– – ﹤0.01% 597
2024
Q1 		$293K Buy
+4,324
New +$282K ﹤0.01% 592
2014
Q3 		– Sell
-3,625
Closed -$216K – 715
2014
Q2 		$216K Hold
3,625
– – ﹤0.01% 663
2014
Q1 		$210K Hold
3,625
– – ﹤0.01% 648
2013
Q4 		$209K Buy
+3,625
New +$204K ﹤0.01% 633

Other funds holding IXUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Chevy Chase Trust's IXUS Position: Q4 2024 in Review

Chevy Chase Trust sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q4 2024, closing a stake of 4,324 shares — an estimated $314K sold.

Chevy Chase Trust first reported a position in IXUS in Q4 2013 and held it in 6 quarters. The position peaked at $314K in Q3 2024. 791 funds tracked by Wall St. Rank hold IXUS as of Q4 2024.

  • Chevy Chase Trust reported no remaining iShares Core MSCI Total International Stock ETF position as of Q4 2024 after selling out during the quarter.
  • Chevy Chase Trust sold 4,324 iShares Core MSCI Total International Stock ETF shares in Q4 2024, an estimated $314K.
  • Chevy Chase Trust first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2013 and held it in 6 quarters.
  • Chevy Chase Trust's iShares Core MSCI Total International Stock ETF position peaked at $314K in Q3 2024.
  • 791 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2024.

Based on Chevy Chase Trust's 13F filing for Q4 2024, filed 30 Jan 2025.