Kelly Financial Services’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-266	Closed	-$18K	–	439
2024 Q2	$18K	Buy	266 +4	+2%	+$271	0.01%	343
2024 Q1	$17.8K	Hold	262	–	–	0.01%	348
2023 Q4	$17K	Buy	262 +10	+4%	+$612	0.01%	327
2023 Q3	$15.1K	Hold	252	–	–	0.01%	312
2023 Q2	$15.8K	Buy	252 +234	+1,300%	+$14.6K	0.01%	307
2023 Q1	$1.11K	Sell	18 -216	-92%	-$13.2K	﹤0.01%	579
2022 Q4	$13.5K	Buy	234 +215	+1,132%	+$12K	0.01%	299
2022 Q3	$967	Buy	+19	New	+$1.08K	﹤0.01%	572

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Kelly Financial Services's IXUS Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q3 2024, closing a stake of 266 shares — an estimated $18K sold.

Kelly Financial Services first reported a position in IXUS in Q3 2022 and held it in 8 quarters. The position peaked at $18K in Q2 2024. 755 funds tracked by Wall St. Rank hold IXUS as of Q3 2024.

Kelly Financial Services reported no remaining iShares Core MSCI Total International Stock ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 266 iShares Core MSCI Total International Stock ETF shares in Q3 2024, an estimated $18K.
Kelly Financial Services first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2022 and held it in 8 quarters.
Kelly Financial Services's iShares Core MSCI Total International Stock ETF position peaked at $18K in Q2 2024.
755 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.