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Elevate Wealth Advisory’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Elevate Wealth Advisory’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
Q2 		– Sell
-90
Closed -$6.11K – 114
2024
Q1 		$6.11K Hold
90
– – 0.01% 104
2023
Q4 		$5.84K Buy
+90
New +$5.51K 0.01% 108

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Elevate Wealth Advisory's IXUS Position: Q2 2024 in Review

Elevate Wealth Advisory sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q2 2024, closing a stake of 90 shares — an estimated $6.11K sold.

Elevate Wealth Advisory first reported a position in IXUS in Q4 2023 and held it in 2 quarters. The position peaked at $6.11K in Q1 2024. 718 funds tracked by Wall St. Rank hold IXUS as of Q2 2024.

  • Elevate Wealth Advisory reported no remaining iShares Core MSCI Total International Stock ETF position as of Q2 2024 after selling out during the quarter.
  • Elevate Wealth Advisory sold 90 iShares Core MSCI Total International Stock ETF shares in Q2 2024, an estimated $6.11K.
  • Elevate Wealth Advisory first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2023 and held it in 2 quarters.
  • Elevate Wealth Advisory's iShares Core MSCI Total International Stock ETF position peaked at $6.11K in Q1 2024.
  • 718 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2024.

Based on Elevate Wealth Advisory's 13F filing for Q2 2024, filed 12 Aug 2024.