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

Milestone Wealth’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
2022
Q3 		$124K Sell
2,436
-5
-0.2% -$283 0.14% 63
2022
Q2 		$139K Sell
2,441
-1,630
-40% -$100K 0.15% 64
2022
Q1 		$289K Hold
4,071
– – 0.24% 49
2021
Q4 		$289K Buy
+4,071
New +$293K 0.23% 49

Other funds holding IXUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Milestone Wealth's IXUS Position: Q3 2022 in Review

Milestone Wealth reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.2% in Q3 2022, selling an estimated $283 and leaving 2,436 shares worth $124K. The position accounts for 0.14% of the portfolio, ranked #63.

Milestone Wealth first reported a position in IXUS in Q4 2021 and has held it in 4 quarters since. The position peaked at $289K in Q1 2022. 559 funds tracked by Wall St. Rank hold IXUS as of Q3 2022.

  • Milestone Wealth held 2,436 shares of iShares Core MSCI Total International Stock ETF worth $124K as of Q3 2022.
  • Milestone Wealth sold 5 iShares Core MSCI Total International Stock ETF shares in Q3 2022, an estimated $283.
  • iShares Core MSCI Total International Stock ETF made up 0.14% of Milestone Wealth's portfolio in Q3 2022, its #63 holding.
  • Milestone Wealth first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's iShares Core MSCI Total International Stock ETF position peaked at $289K in Q1 2022.
  • 559 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.