Ironwood Wealth Management (West Virginia)’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Ironwood Wealth Management (West Virginia)’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
2022 Q3	–	Sell	-145,263	Closed	-$8.27M	–	24
2022 Q2	$8.27M	Buy	145,263 +2,602	+2%	+$160K	5.68%	9
2022 Q1	$9.5M	Buy	142,661 +3,860	+3%	+$262K	6.85%	8
2021 Q4	$9.85M	Buy	138,801 +3,034	+2%	+$218K	6.89%	8
2021 Q3	$9.64M	Buy	135,767 +2,286	+2%	+$167K	7.15%	8
2021 Q2	$9.78M	Buy	133,481 +2,663	+2%	+$195K	7.02%	8
2021 Q1	$9.19M	Buy	130,818 +81,571	+166%	+$5.72M	7.27%	8
2020 Q4	$3.31M	Buy	+49,247	New	+$3.09M	2.98%	11

Other funds holding IXUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Ironwood Wealth Management (West Virginia)'s IXUS Position: Q3 2022 in Review

Ironwood Wealth Management (West Virginia) sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q3 2022, closing a stake of 145,263 shares — an estimated $8.27M sold.

Ironwood Wealth Management (West Virginia) first reported a position in IXUS in Q4 2020 and held it in 7 quarters. The position peaked at $9.85M in Q4 2021. 558 funds tracked by Wall St. Rank hold IXUS as of Q3 2022.

Ironwood Wealth Management (West Virginia) reported no remaining iShares Core MSCI Total International Stock ETF position as of Q3 2022 after selling out during the quarter.
Ironwood Wealth Management (West Virginia) sold 145,263 iShares Core MSCI Total International Stock ETF shares in Q3 2022, an estimated $8.27M.
Ironwood Wealth Management (West Virginia) first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2020 and held it in 7 quarters.
Ironwood Wealth Management (West Virginia)'s iShares Core MSCI Total International Stock ETF position peaked at $9.85M in Q4 2021.
558 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2022.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q3 2022, filed 19 Oct 2022.