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

PRW Wealth Management’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	$232K	Buy	+4,010	New	+$250K	0.09%	91

Other funds holding IXUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PRW Wealth Management's IXUS Position: Q3 2023 in Review

PRW Wealth Management opened a new position in iShares Core MSCI Total International Stock ETF (IXUS) in Q3 2023: 4,010 shares worth $232K. The stake represents 0.09% of the portfolio and ranks #91 among its holdings.

654 funds tracked by Wall St. Rank hold IXUS as of Q3 2023.

PRW Wealth Management held 4,010 shares of iShares Core MSCI Total International Stock ETF worth $232K as of Q3 2023.
iShares Core MSCI Total International Stock ETF was a new PRW Wealth Management position in Q3 2023.
iShares Core MSCI Total International Stock ETF made up 0.09% of PRW Wealth Management's portfolio in Q3 2023, its #91 holding.
654 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2023.

Based on PRW Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.