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

Mark Sheptoff 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
2025
Q1 		– Sell
-119
Closed -$7.87K – 453
2024
Q4 		$7.87K Hold
119
– – ﹤0.01% 334
2024
Q3 		$8.64K Hold
119
– – ﹤0.01% 322
2024
Q2 		$8.04K Hold
119
– – ﹤0.01% 335
2024
Q1 		$8.07K Buy
+119
New +$7.77K ﹤0.01% 306

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
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mark Sheptoff Financial Planning's IXUS Position: Q1 2025 in Review

Mark Sheptoff Financial Planning sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q1 2025, closing a stake of 119 shares — an estimated $7.87K sold.

Mark Sheptoff Financial Planning first reported a position in IXUS in Q1 2024 and held it in 4 quarters. The position peaked at $8.64K in Q3 2024. 795 funds tracked by Wall St. Rank hold IXUS as of Q1 2025.

  • Mark Sheptoff Financial Planning reported no remaining iShares Core MSCI Total International Stock ETF position as of Q1 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 119 iShares Core MSCI Total International Stock ETF shares in Q1 2025, an estimated $7.87K.
  • Mark Sheptoff Financial Planning first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2024 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's iShares Core MSCI Total International Stock ETF position peaked at $8.64K in Q3 2024.
  • 795 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2025, filed 13 May 2025.