EI
IXUS icon

Ellevest Inc’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Ellevest Inc’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
2022
Q4 		– Sell
-151
Closed -$8K – 1906
2022
Q3 		$8K Buy
+151
New +$8.56K ﹤0.01% 1071
2020
Q1 		– Sell
-1
Closed – – 1196
2019
Q4 		$0 Buy
+1
New +$60 ﹤0.01% 1012

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Ellevest Inc's IXUS Position: Q4 2022 in Review

Ellevest Inc sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q4 2022, closing a stake of 151 shares — an estimated $8K sold.

Ellevest Inc first reported a position in IXUS in Q4 2019 and held it in 2 quarters. The position peaked at $8K in Q3 2022. 641 funds tracked by Wall St. Rank hold IXUS as of Q4 2022.

  • Ellevest Inc reported no remaining iShares Core MSCI Total International Stock ETF position as of Q4 2022 after selling out during the quarter.
  • Ellevest Inc sold 151 iShares Core MSCI Total International Stock ETF shares in Q4 2022, an estimated $8K.
  • Ellevest Inc first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2019 and held it in 2 quarters.
  • Ellevest Inc's iShares Core MSCI Total International Stock ETF position peaked at $8K in Q3 2022.
  • 641 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2022.

Based on Ellevest Inc's 13F filing for Q4 2022, filed 3 Feb 2023.