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Keener Financial Planning’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Keener Financial Planning’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
Q1 		– Sell
-135
Closed -$9K – 203
2023
Q4 		$9K Buy
+135
New +$8.26K 0.01% 146

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
Morgan Stanley
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Keener Financial Planning's IXUS Position: Q1 2024 in Review

Keener Financial Planning sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q1 2024, closing a stake of 135 shares — an estimated $9K sold.

Keener Financial Planning first reported a position in IXUS in Q4 2023 and held it in 1 quarter. The position peaked at $9K in Q4 2023. 715 funds tracked by Wall St. Rank hold IXUS as of Q1 2024.

  • Keener Financial Planning reported no remaining iShares Core MSCI Total International Stock ETF position as of Q1 2024 after selling out during the quarter.
  • Keener Financial Planning sold 135 iShares Core MSCI Total International Stock ETF shares in Q1 2024, an estimated $9K.
  • Keener Financial Planning first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2023 and held it in 1 quarter.
  • Keener Financial Planning's iShares Core MSCI Total International Stock ETF position peaked at $9K in Q4 2023.
  • 715 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2024.

Based on Keener Financial Planning's 13F filing for Q1 2024, filed 3 May 2024.