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Moneywise Inc’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Moneywise Inc’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
Q2 		– Sell
-3,287
Closed -$204K – 50
2023
Q1 		$204K Buy
+3,287
New +$201K 0.13% 49
2022
Q3 		– Sell
-3,542
Closed -$202K – 50
2022
Q2 		$202K Sell
3,542
-142
-4% -$8.74K 0.16% 49
2022
Q1 		$245K Sell
3,684
-222
-6% -$15.1K 0.16% 44
2021
Q4 		$277K Sell
3,906
-274
-7% -$19.7K 0.18% 41
2021
Q3 		$297K Sell
4,180
-1,626
-28% -$119K 0.19% 40
2021
Q2 		$426K Sell
5,806
-1,705
-23% -$125K 0.29% 33
2021
Q1 		$528K Sell
7,511
-2,009
-21% -$141K 0.36% 33
2020
Q4 		$640K Sell
9,520
-8,835
-48% -$555K 0.46% 29
2020
Q3 		$1.07M Sell
18,355
-11,041
-38% -$643K 0.85% 25
2020
Q2 		$1.6M Sell
29,396
-3,130
-10% -$161K 1.28% 22
2020
Q1 		$1.53M Sell
32,526
-2,625
-7% -$148K 1.35% 21
2019
Q4 		$2.03M Buy
35,151
+934
+3% +$56K 1.53% 18
2019
Q3 		$1.98M Sell
34,217
-3,180
-9% -$183K 1.6% 17
2019
Q2 		$2.19M Sell
37,397
-2,199
-6% -$128K 1.67% 17
2019
Q1 		$2.5M Buy
39,596
+2,200
+6% +$124K 2.14% 17
2018
Q4 		$1.96M Sell
37,396
-714
-2% -$39.6K 1.86% 16
2018
Q3 		$2.3M Sell
38,110
-2,710
-7% -$163K 1.94% 15
2018
Q2 		$2.46M Sell
40,820
-171
-0.4% -$10.7K 2.1% 15
2018
Q1 		$2.58M Buy
40,991
+2,693
+7% +$173K 2.14% 17
2017
Q4 		$2.42M Buy
38,298
+1,756
+5% +$109K 1.81% 16
2017
Q3 		$2.23M Sell
36,542
-844
-2% -$50.2K 1.76% 16
2017
Q2 		$2.14M Sell
37,386
-992
-3% -$56.3K 1.83% 16
2017
Q1 		$2.1M Buy
38,378
+1,373
+4% +$73.1K 1.9% 16
2016
Q4 		$1.87M Buy
37,005
+4,266
+13% +$217K 1.85% 14
2016
Q3 		$1.71M Buy
+32,739
New +$1.67M 1.81% 14

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
Morgan Stanley
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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Moneywise Inc's IXUS Position: Q2 2023 in Review

Moneywise Inc sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q2 2023, closing a stake of 3,287 shares — an estimated $204K sold.

Moneywise Inc first reported a position in IXUS in Q3 2016 and held it in 25 quarters. The position peaked at $2.58M in Q1 2018. 648 funds tracked by Wall St. Rank hold IXUS as of Q2 2023.

  • Moneywise Inc reported no remaining iShares Core MSCI Total International Stock ETF position as of Q2 2023 after selling out during the quarter.
  • Moneywise Inc sold 3,287 iShares Core MSCI Total International Stock ETF shares in Q2 2023, an estimated $204K.
  • Moneywise Inc first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2016 and held it in 25 quarters.
  • Moneywise Inc's iShares Core MSCI Total International Stock ETF position peaked at $2.58M in Q1 2018.
  • 648 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2023.

Based on Moneywise Inc's 13F filing for Q2 2023, filed 24 Jul 2023.