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FineMark National Bank & Trust’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

FineMark National Bank & Trust’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
Q4 		– Sell
-3,242
Closed -$235K – 449
2024
Q3 		$235K Buy
+3,242
New +$225K 0.01% 384
2019
Q3 		– Sell
-3,602
Closed -$211K – 382
2019
Q2 		$211K Hold
3,602
– – 0.01% 337
2019
Q1 		$209K Buy
+3,602
New +$204K 0.01% 315

Other funds holding IXUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FineMark National Bank & Trust's IXUS Position: Q4 2024 in Review

FineMark National Bank & Trust sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q4 2024, closing a stake of 3,242 shares — an estimated $235K sold.

FineMark National Bank & Trust first reported a position in IXUS in Q1 2019 and held it in 3 quarters. The position peaked at $235K in Q3 2024. 791 funds tracked by Wall St. Rank hold IXUS as of Q4 2024.

  • FineMark National Bank & Trust reported no remaining iShares Core MSCI Total International Stock ETF position as of Q4 2024 after selling out during the quarter.
  • FineMark National Bank & Trust sold 3,242 iShares Core MSCI Total International Stock ETF shares in Q4 2024, an estimated $235K.
  • FineMark National Bank & Trust first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2019 and held it in 3 quarters.
  • FineMark National Bank & Trust's iShares Core MSCI Total International Stock ETF position peaked at $235K in Q3 2024.
  • 791 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2024.

Based on FineMark National Bank & Trust's 13F filing for Q4 2024, filed 11 Feb 2025.