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

Daymark Wealth 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
Q4 		– Sell
-2,958
Closed -$215K – 509
2024
Q3 		$215K Sell
2,958
-1,126
-28% -$78K 0.01% 491
2024
Q2 		$276K Buy
+4,084
New +$277K 0.01% 411

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 $10.6B AUM 34.1% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Daymark Wealth Partners's IXUS Position: Q4 2024 in Review

Daymark Wealth Partners sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q4 2024, closing a stake of 2,958 shares — an estimated $215K sold.

Daymark Wealth Partners first reported a position in IXUS in Q2 2024 and held it in 2 quarters. The position peaked at $276K in Q2 2024. 789 funds tracked by Wall St. Rank hold IXUS as of Q4 2024.

  • Daymark Wealth Partners reported no remaining iShares Core MSCI Total International Stock ETF position as of Q4 2024 after selling out during the quarter.
  • Daymark Wealth Partners sold 2,958 iShares Core MSCI Total International Stock ETF shares in Q4 2024, an estimated $215K.
  • Daymark Wealth Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2024 and held it in 2 quarters.
  • Daymark Wealth Partners's iShares Core MSCI Total International Stock ETF position peaked at $276K in Q2 2024.
  • 789 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2024.

Based on Daymark Wealth Partners's 13F filing for Q4 2024, filed 17 Jan 2025.