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Evergreen Private Wealth’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Evergreen Private Wealth’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
2025
Q1 		– Sell
-267
Closed -$17.7K – 198
2024
Q4 		$17.7K Sell
267
-36
-12% -$2.5K 0.01% 148
2024
Q3 		$22K Hold
303
– – 0.01% 146
2024
Q2 		$20.5K Sell
303
-1,716
-85% -$116K 0.01% 151
2024
Q1 		$137K Sell
2,019
-1,401
-41% -$91.5K 0.07% 92
2023
Q4 		$222K Buy
+3,420
New +$209K 0.12% 64

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evergreen Private Wealth's IXUS Position: Q1 2025 in Review

Evergreen Private Wealth sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q1 2025, closing a stake of 267 shares — an estimated $17.7K sold.

Evergreen Private Wealth first reported a position in IXUS in Q4 2023 and held it in 5 quarters. The position peaked at $222K in Q4 2023. 795 funds tracked by Wall St. Rank hold IXUS as of Q1 2025.

  • Evergreen Private Wealth reported no remaining iShares Core MSCI Total International Stock ETF position as of Q1 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 267 iShares Core MSCI Total International Stock ETF shares in Q1 2025, an estimated $17.7K.
  • Evergreen Private Wealth first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2023 and held it in 5 quarters.
  • Evergreen Private Wealth's iShares Core MSCI Total International Stock ETF position peaked at $222K in Q4 2023.
  • 795 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2025.

Based on Evergreen Private Wealth's 13F filing for Q1 2025, filed 2 May 2025.