PFO
IXUS icon

Pathstone Family Office’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Pathstone Family Office’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 		$242K Hold
4,036
– – ﹤0.01% 1405
2023
Q2 		$253K Sell
4,036
-93
-2% -$5.82K ﹤0.01% 1043
2023
Q1 		$256K Buy
+4,129
New +$253K ﹤0.01% 985

Other funds holding IXUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $424B AUM 22.96% 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 $18.1B AUM 24.63% 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

Pathstone Family Office's IXUS Position: Q3 2023 in Review

Pathstone Family Office held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q3 2023 at 4,036 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Pathstone Family Office first reported a position in IXUS in Q1 2023 and has held it in 3 quarters since. The position peaked at $256K in Q1 2023. 653 funds tracked by Wall St. Rank hold IXUS as of Q3 2023.

  • Pathstone Family Office held 4,036 shares of iShares Core MSCI Total International Stock ETF worth $242K as of Q3 2023.
  • Pathstone Family Office left its iShares Core MSCI Total International Stock ETF share count unchanged in Q3 2023.
  • iShares Core MSCI Total International Stock ETF made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1405 holding.
  • Pathstone Family Office first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2023 and has held it in 3 quarters since.
  • Pathstone Family Office's iShares Core MSCI Total International Stock ETF position peaked at $256K in Q1 2023.
  • 653 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.