JTC Employer Solutions Trustee’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

JTC Employer Solutions Trustee’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 Q4	–	Sell	-5,800	Closed	-$348K	–	356
2023 Q3	$348K	Hold	5,800	–	–	0.03%	93
2023 Q2	$363K	Hold	5,800	–	–	0.03%	92
2023 Q1	$359K	Hold	5,800	–	–	0.04%	93
2022 Q4	$336K	Hold	5,800	–	–	0.03%	95
2022 Q3	$295K	Hold	5,800	–	–	0.05%	87
2022 Q2	$331K	Hold	5,800	–	–	0.04%	76
2022 Q1	$386K	Hold	5,800	–	–	0.04%	76
2021 Q4	$411K	Hold	5,800	–	–	0.05%	74
2021 Q3	$412K	Hold	5,800	–	–	0.06%	74
2021 Q2	$425K	Buy	+5,800	New	+$425K	0.06%	60

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

SFA

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

JTC Employer Solutions Trustee's IXUS Position: Q4 2023 in Review

JTC Employer Solutions Trustee sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q4 2023, closing a stake of 5,800 shares — an estimated $348K sold.

JTC Employer Solutions Trustee first reported a position in IXUS in Q2 2021 and held it in 10 quarters. The position peaked at $425K in Q2 2021. 715 funds tracked by Wall St. Rank hold IXUS as of Q4 2023.

JTC Employer Solutions Trustee reported no remaining iShares Core MSCI Total International Stock ETF position as of Q4 2023 after selling out during the quarter.
JTC Employer Solutions Trustee sold 5,800 iShares Core MSCI Total International Stock ETF shares in Q4 2023, an estimated $348K.
JTC Employer Solutions Trustee first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2021 and held it in 10 quarters.
JTC Employer Solutions Trustee's iShares Core MSCI Total International Stock ETF position peaked at $425K in Q2 2021.
715 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2023.

Based on JTC Employer Solutions Trustee's 13F filing for Q4 2023, filed 16 Jan 2024.