GW & Wade
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GW & Wade’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

GW & Wade’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
Q4 		– Sell
-5,725
Closed -$343K – 432
2023
Q3 		$343K Buy
5,725
+88
+2% +$5.49K 0.01% 309
2023
Q2 		$353K Buy
+5,637
New +$353K 0.01% 299

Other funds holding IXUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acorns Advisers
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GW & Wade's IXUS Position: Q4 2023 in Review

GW & Wade sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q4 2023, closing a stake of 5,725 shares — an estimated $343K sold.

GW & Wade first reported a position in IXUS in Q2 2023 and held it in 2 quarters. The position peaked at $353K in Q2 2023. 718 funds tracked by Wall St. Rank hold IXUS as of Q4 2023.

  • GW & Wade reported no remaining iShares Core MSCI Total International Stock ETF position as of Q4 2023 after selling out during the quarter.
  • GW & Wade sold 5,725 iShares Core MSCI Total International Stock ETF shares in Q4 2023, an estimated $343K.
  • GW & Wade first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2023 and held it in 2 quarters.
  • GW & Wade's iShares Core MSCI Total International Stock ETF position peaked at $353K in Q2 2023.
  • 718 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.