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Householder Group Estate & Retirement Specialist’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$30K Sell
457
-1,222
-73% -$84.8K 0.02% 248
2024
Q3 		$122K Buy
1,679
+1
+0.1% +$69 0.04% 332
2024
Q2 		$113K Sell
1,678
-74
-4% -$5.02K 0.03% 331
2024
Q1 		$119K Sell
1,752
-43
-2% -$2.81K 0.04% 319
2023
Q4 		$116K Buy
1,795
+105
+6% +$6.43K 0.04% 305
2023
Q3 		$101K Buy
+1,690
New +$105K 0.04% 312
2023
Q1 		$77K Buy
+1,249
New +$76.5K 0.03% 354
2022
Q4 		– Sell
-130
Closed -$6K – 728
2022
Q3 		$6K Buy
+130
New +$7.37K ﹤0.01% 840

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 $10.6B AUM 34.1% 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 $18.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Householder Group Estate & Retirement Specialist's IXUS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 73% in Q4 2024, selling an estimated $84.8K and leaving 457 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #248.

Householder Group Estate & Retirement Specialist first reported a position in IXUS in Q3 2022 and has held it in 8 quarters since. The position peaked at $122K in Q3 2024. 789 funds tracked by Wall St. Rank hold IXUS as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 457 shares of iShares Core MSCI Total International Stock ETF worth $30K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 1,222 iShares Core MSCI Total International Stock ETF shares in Q4 2024, an estimated $84.8K.
  • iShares Core MSCI Total International Stock ETF made up 0.02% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #248 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's iShares Core MSCI Total International Stock ETF position peaked at $122K in Q3 2024.
  • 789 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.