GW
IXUS icon

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 $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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SFA
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. 715 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.
  • 715 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.