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Family Asset Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Family Asset 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
Q3 		$29.1K Buy
401
+15
+4% +$1.04K 0.02% 153
2024
Q2 		$26.1K Hold
386
– – 0.02% 164
2024
Q1 		$26.2K Sell
386
-102
-21% -$6.66K 0.02% 146
2023
Q4 		$31.7K Sell
488
-76
-13% -$4.65K 0.02% 138
2023
Q3 		$33.8K Sell
564
-1,414
-71% -$88.2K 0.03% 136
2023
Q2 		$124K Sell
1,978
-2,445
-55% -$153K 0.08% 118
2023
Q1 		$274K Sell
4,423
-5,682
-56% -$348K 0.2% 80
2022
Q4 		$585K Buy
+10,105
New +$564K 0.49% 51

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
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Family Asset Management's IXUS Position: Q3 2024 in Review

Family Asset Management increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 3.9% in Q3 2024, buying an estimated $1.04K and bringing the position to 401 shares worth $29.1K. The position accounts for 0.02% of the portfolio, ranked #153.

Family Asset Management first reported a position in IXUS in Q4 2022 and has held it in 8 quarters since. The position peaked at $585K in Q4 2022. 755 funds tracked by Wall St. Rank hold IXUS as of Q3 2024.

  • Family Asset Management held 401 shares of iShares Core MSCI Total International Stock ETF worth $29.1K as of Q3 2024.
  • Family Asset Management bought 15 iShares Core MSCI Total International Stock ETF shares in Q3 2024, an estimated $1.04K.
  • iShares Core MSCI Total International Stock ETF made up 0.02% of Family Asset Management's portfolio in Q3 2024, its #153 holding.
  • Family Asset Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and has held it in 8 quarters since.
  • Family Asset Management's iShares Core MSCI Total International Stock ETF position peaked at $585K in Q4 2022.
  • 755 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.