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Edge Capital Group’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Edge Capital Group’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 		$532K Hold
8,041
– – 0.02% 209
2024
Q3 		$584K Hold
8,041
– – 0.03% 203
2024
Q2 		$543K Hold
8,041
– – 0.03% 204
2024
Q1 		$546K Hold
8,041
– – 0.03% 205
2023
Q4 		$522K Hold
8,041
– – 0.03% 204
2023
Q3 		$482K Hold
8,041
– – 0.03% 191
2023
Q2 		$504K Buy
+8,041
New +$503K 0.03% 214

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 $18.1B AUM 24.63% 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

Edge Capital Group's IXUS Position: Q4 2024 in Review

Edge Capital Group held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q4 2024 at 8,041 shares worth $532K. The position accounts for 0.02% of the portfolio, ranked #209.

Edge Capital Group first reported a position in IXUS in Q2 2023 and has held it in 7 quarters since. The position peaked at $584K in Q3 2024. 789 funds tracked by Wall St. Rank hold IXUS as of Q4 2024.

  • Edge Capital Group held 8,041 shares of iShares Core MSCI Total International Stock ETF worth $532K as of Q4 2024.
  • Edge Capital Group left its iShares Core MSCI Total International Stock ETF share count unchanged in Q4 2024.
  • iShares Core MSCI Total International Stock ETF made up 0.02% of Edge Capital Group's portfolio in Q4 2024, its #209 holding.
  • Edge Capital Group first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2023 and has held it in 7 quarters since.
  • Edge Capital Group's iShares Core MSCI Total International Stock ETF position peaked at $584K in Q3 2024.
  • 789 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.