DI
IXUS icon

Disciplined Investments’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-1,217
Closed -$76.2K – 826
2023
Q2 		$76.2K Hold
1,217
– – 0.04% 174
2023
Q1 		$75.4K Hold
1,217
– – 0.03% 195
2022
Q4 		$70.4K Buy
1,217
+120
+11% +$6.7K 0.03% 178
2022
Q3 		$56K Hold
1,097
– – 0.03% 205
2022
Q2 		$63K Buy
1,097
+347
+46% +$21.4K 0.03% 199
2022
Q1 		$50K Hold
750
– – 0.02% 223
2021
Q4 		$53K Hold
750
– – 0.02% 202
2021
Q3 		$53K Hold
750
– – 0.03% 198
2021
Q2 		$55K Buy
+750
New +$54.9K 0.03% 191

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
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
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Disciplined Investments's IXUS Position: Q3 2023 in Review

Disciplined Investments sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q3 2023, closing a stake of 1,217 shares — an estimated $76.2K sold.

Disciplined Investments first reported a position in IXUS in Q2 2021 and held it in 9 quarters. The position peaked at $76.2K in Q2 2023. 652 funds tracked by Wall St. Rank hold IXUS as of Q3 2023.

  • Disciplined Investments reported no remaining iShares Core MSCI Total International Stock ETF position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 1,217 iShares Core MSCI Total International Stock ETF shares in Q3 2023, an estimated $76.2K.
  • Disciplined Investments first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2021 and held it in 9 quarters.
  • Disciplined Investments's iShares Core MSCI Total International Stock ETF position peaked at $76.2K in Q2 2023.
  • 652 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.