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Milestone Asset Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Milestone Asset Management’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
2023
Q3 		– Sell
-3,273
Closed -$205K – 88
2023
Q2 		$205K Sell
3,273
-38
-1% -$2.38K 0.09% 63
2023
Q1 		$205K Sell
3,311
-260
-7% -$15.9K 0.12% 71
2022
Q4 		$225K Buy
+3,571
New +$199K 0.13% 64

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
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Milestone Asset Management's IXUS Position: Q3 2023 in Review

Milestone Asset Management sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q3 2023, closing a stake of 3,273 shares — an estimated $205K sold.

Milestone Asset Management first reported a position in IXUS in Q4 2022 and held it in 3 quarters. The position peaked at $225K in Q4 2022. 652 funds tracked by Wall St. Rank hold IXUS as of Q3 2023.

  • Milestone Asset Management reported no remaining iShares Core MSCI Total International Stock ETF position as of Q3 2023 after selling out during the quarter.
  • Milestone Asset Management sold 3,273 iShares Core MSCI Total International Stock ETF shares in Q3 2023, an estimated $205K.
  • Milestone Asset Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and held it in 3 quarters.
  • Milestone Asset Management's iShares Core MSCI Total International Stock ETF position peaked at $225K in Q4 2022.
  • 652 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2023.

Based on Milestone Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.