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

Lane & 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	$1.49M	Sell	21,396 -2,242	-9%	-$155K	0.81%	33
2024 Q4	$1.62M	Sell	23,638 -328	-1%	-$22.8K	0.84%	30
2024 Q3	$1.74M	Buy	23,966 +900	+4%	+$62.3K	0.95%	26
2024 Q2	$1.56M	Buy	23,066 +8,191	+55%	+$555K	0.92%	30
2024 Q1	$1.01M	Buy	14,875 +553	+4%	+$36.1K	0.64%	38
2023 Q4	$930K	Buy	14,322 +1,208	+9%	+$73.9K	0.68%	35
2023 Q3	$787K	Buy	13,114 +1,586	+14%	+$98.9K	0.63%	38
2023 Q2	$722K	Sell	11,528 -788	-6%	-$49.3K	0.57%	39
2023 Q1	$763K	Sell	12,316 -151	-1%	-$9.25K	0.68%	36
2022 Q4	$722K	Buy	+12,467	New	+$696K	0.68%	34

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

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

Lane & Associates's IXUS Position: Q1 2025 in Review

Lane & Associates reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 9.5% in Q1 2025, selling an estimated $155K and leaving 21,396 shares worth $1.49M. The position accounts for 0.81% of the portfolio, ranked #33.

Lane & Associates first reported a position in IXUS in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.74M in Q3 2024. 795 funds tracked by Wall St. Rank hold IXUS as of Q1 2025.

Lane & Associates held 21,396 shares of iShares Core MSCI Total International Stock ETF worth $1.49M as of Q1 2025.
Lane & Associates sold 2,242 iShares Core MSCI Total International Stock ETF shares in Q1 2025, an estimated $155K.
iShares Core MSCI Total International Stock ETF made up 0.81% of Lane & Associates's portfolio in Q1 2025, its #33 holding.
Lane & Associates first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and has held it in 10 quarters since.
Lane & Associates's iShares Core MSCI Total International Stock ETF position peaked at $1.74M in Q3 2024.
795 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.