Oliver Lagore Vanvalin Investment Group’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2024 Q1	–	Sell	-165	Closed	-$10.7K	–	784
2023 Q4	$10.7K	Buy	165 +2	+1%	+$122	﹤0.01%	403
2023 Q3	$9.78K	Hold	163	–	–	﹤0.01%	446
2023 Q2	$10.2K	Buy	+163	New	+$10.2K	﹤0.01%	459
2022 Q3	–	Sell	-82	Closed	-$5K	–	682
2022 Q2	$5K	Hold	82	–	–	﹤0.01%	415
2022 Q1	$5K	Buy	+82	New	+$5.56K	﹤0.01%	409

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

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

Jane Street New York $777B AUM 61.18% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's IXUS Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q1 2024, closing a stake of 165 shares — an estimated $10.7K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in IXUS in Q1 2022 and held it in 5 quarters. The position peaked at $10.7K in Q4 2023. 715 funds tracked by Wall St. Rank hold IXUS as of Q1 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining iShares Core MSCI Total International Stock ETF position as of Q1 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 165 iShares Core MSCI Total International Stock ETF shares in Q1 2024, an estimated $10.7K.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2022 and held it in 5 quarters.
Oliver Lagore Vanvalin Investment Group's iShares Core MSCI Total International Stock ETF position peaked at $10.7K in Q4 2023.
715 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.