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

OLIO 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
2022 Q4	–	Sell	-4,302	Closed	-$219K	–	42
2022 Q3	$219K	Sell	4,302 -1,991	-32%	-$113K	0.13%	40
2022 Q2	$359K	Buy	6,293 +1,290	+26%	+$79.4K	0.2%	34
2022 Q1	$333K	Hold	5,003	–	–	0.19%	35
2021 Q4	$355K	Buy	+5,003	New	+$360K	0.21%	30

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

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

OLIO Financial Planning's IXUS Position: Q4 2022 in Review

OLIO Financial Planning sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q4 2022, closing a stake of 4,302 shares — an estimated $219K sold.

OLIO Financial Planning first reported a position in IXUS in Q4 2021 and held it in 4 quarters. The position peaked at $359K in Q2 2022. 641 funds tracked by Wall St. Rank hold IXUS as of Q4 2022.

OLIO Financial Planning reported no remaining iShares Core MSCI Total International Stock ETF position as of Q4 2022 after selling out during the quarter.
OLIO Financial Planning sold 4,302 iShares Core MSCI Total International Stock ETF shares in Q4 2022, an estimated $219K.
OLIO Financial Planning first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2021 and held it in 4 quarters.
OLIO Financial Planning's iShares Core MSCI Total International Stock ETF position peaked at $359K in Q2 2022.
641 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2022.

Based on OLIO Financial Planning's 13F filing for Q4 2022, filed 13 Jan 2023.