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Joel Adams & Associates’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Joel Adams & Associates’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
2025
Q1 		– Sell
-3,921
Closed -$259K – 62
2024
Q4 		$259K Buy
+3,921
New +$272K 0.24% 51

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Joel Adams & Associates's IXUS Position: Q1 2025 in Review

Joel Adams & Associates sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q1 2025, closing a stake of 3,921 shares — an estimated $259K sold.

Joel Adams & Associates first reported a position in IXUS in Q4 2024 and held it in 1 quarter. The position peaked at $259K in Q4 2024. 795 funds tracked by Wall St. Rank hold IXUS as of Q1 2025.

  • Joel Adams & Associates reported no remaining iShares Core MSCI Total International Stock ETF position as of Q1 2025 after selling out during the quarter.
  • Joel Adams & Associates sold 3,921 iShares Core MSCI Total International Stock ETF shares in Q1 2025, an estimated $259K.
  • Joel Adams & Associates first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2024 and held it in 1 quarter.
  • Joel Adams & Associates's iShares Core MSCI Total International Stock ETF position peaked at $259K in Q4 2024.
  • 795 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2025.

Based on Joel Adams & Associates's 13F filing for Q1 2025, filed 22 Apr 2025.