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Gateway Advisory’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Gateway Advisory’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 		$671K Sell
9,244
-814
-8% -$56.4K 0.11% 75
2024
Q2 		$680K Buy
10,058
+577
+6% +$39.1K 0.12% 76
2024
Q1 		$643K Buy
+9,481
New +$619K 0.11% 80

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

Gateway Advisory's IXUS Position: Q3 2024 in Review

Gateway Advisory reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 8.1% in Q3 2024, selling an estimated $56.4K and leaving 9,244 shares worth $671K. The position accounts for 0.11% of the portfolio, ranked #75.

Gateway Advisory first reported a position in IXUS in Q1 2024 and has held it in 3 quarters since. The position peaked at $680K in Q2 2024. 755 funds tracked by Wall St. Rank hold IXUS as of Q3 2024.

  • Gateway Advisory held 9,244 shares of iShares Core MSCI Total International Stock ETF worth $671K as of Q3 2024.
  • Gateway Advisory sold 814 iShares Core MSCI Total International Stock ETF shares in Q3 2024, an estimated $56.4K.
  • iShares Core MSCI Total International Stock ETF made up 0.11% of Gateway Advisory's portfolio in Q3 2024, its #75 holding.
  • Gateway Advisory first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2024 and has held it in 3 quarters since.
  • Gateway Advisory's iShares Core MSCI Total International Stock ETF position peaked at $680K in Q2 2024.
  • 755 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.