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Elm Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Elm Advisors’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
2021
Q1 		– Sell
-172
Closed -$12K – 179
2020
Q4 		$12K Buy
+172
New +$10.8K 0.01% 230

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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Elm Advisors's IXUS Position: Q1 2021 in Review

Elm Advisors sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q1 2021, closing a stake of 172 shares — an estimated $12K sold.

Elm Advisors first reported a position in IXUS in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 486 funds tracked by Wall St. Rank hold IXUS as of Q1 2021.

  • Elm Advisors reported no remaining iShares Core MSCI Total International Stock ETF position as of Q1 2021 after selling out during the quarter.
  • Elm Advisors sold 172 iShares Core MSCI Total International Stock ETF shares in Q1 2021, an estimated $12K.
  • Elm Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2020 and held it in 1 quarter.
  • Elm Advisors's iShares Core MSCI Total International Stock ETF position peaked at $12K in Q4 2020.
  • 486 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.