Empirical Finance’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Empirical Finance’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
2023 Q3	–	Sell	-3,312	Closed	-$207K	–	517
2023 Q2	$207K	Sell	3,312 -5	-0.2%	-$313	0.02%	503
2023 Q1	$205K	Buy	+3,317	New	+$203K	0.02%	493
2022 Q2	–	Sell	-3,312	Closed	-$221K	–	480
2022 Q1	$221K	Buy	3,312 +19	+0.6%	+$1.29K	0.02%	463
2021 Q4	$234K	Sell	3,293 -1,096	-25%	-$78.8K	0.03%	438
2021 Q3	$312K	Hold	4,389	–	–	0.05%	340
2021 Q2	$322K	Sell	4,389 -1,513	-26%	-$111K	0.05%	321
2021 Q1	$397K	Hold	5,902	–	–	0.07%	218
2020 Q4	$397K	Sell	5,902 -10	-0.2%	-$628	0.07%	218
2020 Q3	$345K	Sell	5,912 -11	-0.2%	-$641	0.07%	210
2020 Q2	$323K	Buy	+5,923	New	+$305K	0.08%	191

Other funds holding IXUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Empirical Finance's IXUS Position: Q3 2023 in Review

Empirical Finance sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q3 2023, closing a stake of 3,312 shares — an estimated $207K sold.

Empirical Finance first reported a position in IXUS in Q2 2020 and held it in 10 quarters. The position peaked at $397K in Q1 2021. 652 funds tracked by Wall St. Rank hold IXUS as of Q3 2023.

Empirical Finance reported no remaining iShares Core MSCI Total International Stock ETF position as of Q3 2023 after selling out during the quarter.
Empirical Finance sold 3,312 iShares Core MSCI Total International Stock ETF shares in Q3 2023, an estimated $207K.
Empirical Finance first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2020 and held it in 10 quarters.
Empirical Finance's iShares Core MSCI Total International Stock ETF position peaked at $397K in Q1 2021.
652 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2023.

Based on Empirical Finance's 13F filing for Q3 2023, filed 2 Nov 2023.