JP Morgan Private Wealth Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	$1.71M	Sell	28,487 -1,450	-5%	-$90.4K	﹤0.01%	797
2023 Q2	$1.87M	Sell	29,937 -13,291	-31%	-$832K	0.01%	582
2023 Q1	$2.68M	Sell	43,228 -1,148,548	-96%	-$70.3M	0.01%	774
2022 Q4	$69M	Buy	1,191,776 +1,127,074	+1,742%	+$62.9M	0.15%	141
2022 Q3	$3.29M	Buy	64,702 +13,474	+26%	+$764K	0.01%	682
2022 Q2	$2.92M	Buy	51,228 +7,555	+17%	+$465K	0.01%	726
2022 Q1	$2.91M	Sell	43,673 -3	-0%	-$203	0.01%	784
2021 Q4	$3.1M	Sell	43,676 -156	-0.4%	-$11.2K	0.01%	761
2021 Q3	$3.11M	Buy	43,832 +4,665	+12%	+$340K	0.01%	724
2021 Q2	$2.87M	Buy	39,167 +24,846	+173%	+$1.82M	0.01%	742
2021 Q1	$1.01M	Sell	14,321 -7,443	-34%	-$522K	﹤0.01%	1031
2020 Q4	$1.46M	Buy	21,764 +10,383	+91%	+$652K	﹤0.01%	858
2020 Q3	$664K	Buy	11,381 +365	+3%	+$21.3K	﹤0.01%	1044
2020 Q2	$601K	Buy	11,016 +2,595	+31%	+$133K	﹤0.01%	1008
2020 Q1	$396K	Buy	8,421 +3,041	+57%	+$172K	﹤0.01%	1023
2019 Q4	$333K	Buy	5,380 +68	+1%	+$4.08K	﹤0.01%	1193
2019 Q3	$307K	Buy	+5,312	New	+$305K	﹤0.01%	1184
2018 Q4	–	Sell	-22,314	Closed	-$1.35M	–	1530
2018 Q3	$1.35M	Sell	22,314 -2,510	-10%	-$151K	0.01%	734
2018 Q2	$1.49M	Buy	24,824 +384	+2%	+$24.1K	0.01%	663
2018 Q1	$1.54M	Sell	24,440 -8,162	-25%	-$525K	0.01%	538
2017 Q4	$2.06M	Sell	32,602 -338	-1%	-$21K	0.01%	475
2017 Q3	$2.01M	Sell	32,940 -425	-1%	-$25.3K	0.01%	463
2017 Q2	$1.91M	Buy	33,365 +9,175	+38%	+$521K	0.01%	470
2017 Q1	$1.32M	Hold	24,190	–	–	0.01%	557
2016 Q4	$1.22M	Buy	+24,190	New	+$1.23M	0.01%	546
2015 Q2	–	Sell	-6,826	Closed	-$378K	–	1098
2015 Q1	$378K	Buy	+6,826	New	+$372K	﹤0.01%	806

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IXUS Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 4.8% in Q3 2023, selling an estimated $90.4K and leaving 28,487 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #797.

JP Morgan Private Wealth Advisors first reported a position in IXUS in Q1 2015 and has held it in 26 quarters since. The position peaked at $69M in Q4 2022. 652 funds tracked by Wall St. Rank hold IXUS as of Q3 2023.

JP Morgan Private Wealth Advisors held 28,487 shares of iShares Core MSCI Total International Stock ETF worth $1.71M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 1,450 iShares Core MSCI Total International Stock ETF shares in Q3 2023, an estimated $90.4K.
iShares Core MSCI Total International Stock ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #797 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2015 and has held it in 26 quarters since.
JP Morgan Private Wealth Advisors's iShares Core MSCI Total International Stock ETF position peaked at $69M in Q4 2022.
652 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.