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Elmwood Wealth Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Elmwood Wealth Management’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
-37,293
Closed -$2.53M – 124
2024
Q1 		$2.53M Buy
+37,293
New +$2.43M 1.08% 31
2023
Q4 		– Sell
-39,298
Closed -$2.36M – 110
2023
Q3 		$2.36M Sell
39,298
-45
-0.1% -$2.81K 1.14% 27
2023
Q2 		$2.46M Sell
39,343
-1,689
-4% -$106K 1.15% 28
2023
Q1 		$2.54M Buy
41,032
+1,238
+3% +$75.8K 1.2% 26
2022
Q4 		$2.3M Sell
39,794
-22,371
-36% -$1.25M 1.15% 27
2022
Q3 		$3.17M Buy
62,165
+140
+0.2% +$7.94K 1.58% 13
2022
Q2 		$3.54M Buy
62,025
+5,011
+9% +$309K 2.01% 8
2022
Q1 		$3.8M Buy
57,014
+8,106
+17% +$550K 1.95% 10
2021
Q4 		$3.47M Buy
+48,908
New +$3.52M 1.65% 11
2021
Q2 		$3.09M Buy
42,150
+1,981
+5% +$145K 1.63% 10
2021
Q1 		$2.82M Buy
+40,169
New +$2.82M 1.72% 11
2020
Q3 		$1.91M Hold
35,087
– – 1.55% 16
2020
Q2 		$1.91M Buy
35,087
+17,762
+103% +$914K 1.55% 16
2020
Q1 		$1.09M Sell
17,325
-17,408
-50% -$983K 1.04% 35
2019
Q4 		$2.15M Buy
34,733
+1,510
+5% +$90.5K 1.87% 11
2019
Q3 		$1.92M Buy
33,223
+510
+2% +$29.3K 1.94% 8
2019
Q2 		$1.92M Buy
32,713
+5,044
+18% +$294K 1.7% 11
2019
Q1 		$1.61M Buy
27,669
+1,240
+5% +$70.1K 1.49% 18
2018
Q4 		$1.39M Sell
26,429
-10,649
-29% -$591K 1.34% 23
2018
Q3 		$2.24M Buy
37,078
+5,501
+17% +$331K 1.86% 11
2018
Q2 		$1.9M Buy
31,577
+14,252
+82% +$896K 1.73% 14
2018
Q1 		$1.09M Buy
+17,325
New +$1.11M 1.04% 35

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 $10.6B AUM 34.1% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Elmwood Wealth Management's IXUS Position: Q2 2024 in Review

Elmwood Wealth Management sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q2 2024, closing a stake of 37,293 shares — an estimated $2.53M sold.

Elmwood Wealth Management first reported a position in IXUS in Q1 2018 and held it in 22 quarters. The position peaked at $3.8M in Q1 2022. 718 funds tracked by Wall St. Rank hold IXUS as of Q2 2024.

  • Elmwood Wealth Management reported no remaining iShares Core MSCI Total International Stock ETF position as of Q2 2024 after selling out during the quarter.
  • Elmwood Wealth Management sold 37,293 iShares Core MSCI Total International Stock ETF shares in Q2 2024, an estimated $2.53M.
  • Elmwood Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2018 and held it in 22 quarters.
  • Elmwood Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $3.8M in Q1 2022.
  • 718 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2024.

Based on Elmwood Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.