Insight Folios’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Insight Folios’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	$518K	Sell	7,133 -71	-1%	-$4.92K	0.19%	63
2024 Q2	$487K	Buy	7,204 +112	+2%	+$7.59K	0.2%	61
2024 Q1	$481K	Sell	7,092 -151	-2%	-$9.86K	0.19%	63
2023 Q4	$470K	Buy	7,243 +122	+2%	+$7.47K	0.2%	60
2023 Q3	$427K	Buy	7,121 +2,830	+66%	+$176K	0.21%	57
2023 Q2	$269K	Buy	4,291 +66	+2%	+$4.13K	0.11%	99
2023 Q1	$262K	Buy	+4,225	New	+$259K	0.12%	97
2022 Q2	–	Sell	-8,292	Closed	-$552K	–	117
2022 Q1	$552K	Sell	8,292 -30	-0.4%	-$2.04K	0.25%	47
2021 Q4	$590K	Sell	8,322 -11	-0.1%	-$791	0.28%	52
2021 Q3	$592K	Sell	8,333 -556	-6%	-$40.5K	0.33%	42
2021 Q2	$652K	Buy	8,889 +377	+4%	+$27.6K	0.38%	34
2021 Q1	$598K	Hold	8,512	–	–	0.41%	33
2020 Q4	$572K	Hold	8,512	–	–	0.42%	36
2020 Q3	$497K	Sell	8,512 -83	-1%	-$4.84K	0.46%	36
2020 Q2	$469K	Buy	+8,595	New	+$442K	0.45%	36

Other funds holding IXUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Insight Folios's IXUS Position: Q3 2024 in Review

Insight Folios reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.99% in Q3 2024, selling an estimated $4.92K and leaving 7,133 shares worth $518K. The position accounts for 0.19% of the portfolio, ranked #63.

Insight Folios first reported a position in IXUS in Q2 2020 and has held it in 15 quarters since. The position peaked at $652K in Q2 2021. 755 funds tracked by Wall St. Rank hold IXUS as of Q3 2024.

Insight Folios held 7,133 shares of iShares Core MSCI Total International Stock ETF worth $518K as of Q3 2024.
Insight Folios sold 71 iShares Core MSCI Total International Stock ETF shares in Q3 2024, an estimated $4.92K.
iShares Core MSCI Total International Stock ETF made up 0.19% of Insight Folios's portfolio in Q3 2024, its #63 holding.
Insight Folios first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2020 and has held it in 15 quarters since.
Insight Folios's iShares Core MSCI Total International Stock ETF position peaked at $652K in Q2 2021.
755 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.