Level Financial Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Level Financial 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
2024 Q1	–	Sell	-1,087	Closed	-$70.6K	–	171
2023 Q4	$70.6K	Hold	1,087	–	–	0.03%	97
2023 Q3	$65.2K	Hold	1,087	–	–	0.04%	97
2023 Q2	$68.1K	Hold	1,087	–	–	0.04%	93
2023 Q1	$67.3K	Hold	1,087	–	–	0.04%	85
2022 Q4	$63K	Hold	1,087	–	–	0.04%	84
2022 Q3	$55K	Hold	1,087	–	–	0.04%	89
2022 Q2	$62K	Hold	1,087	–	–	0.05%	89
2022 Q1	$72K	Hold	1,087	–	–	0.06%	70
2021 Q4	$77K	Buy	+1,087	New	+$78.1K	0.06%	73

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

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

Level Financial Advisors's IXUS Position: Q1 2024 in Review

Level Financial Advisors sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q1 2024, closing a stake of 1,087 shares — an estimated $70.6K sold.

Level Financial Advisors first reported a position in IXUS in Q4 2021 and held it in 9 quarters. The position peaked at $77K in Q4 2021. 715 funds tracked by Wall St. Rank hold IXUS as of Q1 2024.

Level Financial Advisors reported no remaining iShares Core MSCI Total International Stock ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 1,087 iShares Core MSCI Total International Stock ETF shares in Q1 2024, an estimated $70.6K.
Level Financial Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's iShares Core MSCI Total International Stock ETF position peaked at $77K in Q4 2021.
715 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.