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Realta Investment Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Realta Investment Advisors’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
Q4 		– Sell
-190
Closed -$13.7K – 375
2024
Q3 		$13.7K Sell
190
-4,677
-96% -$324K 0.01% 290
2024
Q2 		$329K Buy
4,867
+1,092
+29% +$74.1K 0.06% 297
2024
Q1 		$256K Buy
3,775
+90
+2% +$5.88K 0.05% 347
2023
Q4 		$239K Sell
3,685
-558
-13% -$34.2K 0.05% 366
2023
Q3 		$266K Hold
4,243
– – 0.06% 320
2023
Q2 		$266K Sell
4,243
-684
-14% -$42.8K 0.06% 334
2023
Q1 		$305K Hold
4,927
– – 0.07% 287
2022
Q4 		$285K Sell
4,927
-96
-2% -$5.36K 0.07% 304
2022
Q3 		$256K Sell
5,023
-70
-1% -$3.97K 0.07% 310
2022
Q2 		$290K Sell
5,093
-69
-1% -$4.25K 0.07% 274
2022
Q1 		$344K Sell
5,162
-84
-2% -$5.7K 0.07% 279
2021
Q4 		$372K Buy
5,246
+9
+0.2% +$647 0.08% 268
2021
Q3 		$372K Buy
5,237
+942
+22% +$68.7K 0.09% 258
2021
Q2 		$315K Buy
+4,295
New +$314K 0.07% 275
2020
Q1 		– Sell
-1,455
Closed -$87K – 863
2019
Q4 		$87K Hold
1,455
– – 0.02% 537
2019
Q3 		$86K Hold
1,455
– – 0.02% 534
2019
Q2 		$86K Hold
1,455
– – 0.02% 542
2019
Q1 		$86K Buy
+1,455
New +$82.2K 0.04% 424

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
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 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 $16.5B AUM 19.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Realta Investment Advisors's IXUS Position: Q4 2024 in Review

Realta Investment Advisors sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q4 2024, closing a stake of 190 shares — an estimated $13.7K sold.

Realta Investment Advisors first reported a position in IXUS in Q1 2019 and held it in 18 quarters. The position peaked at $372K in Q4 2021. 789 funds tracked by Wall St. Rank hold IXUS as of Q4 2024.

  • Realta Investment Advisors reported no remaining iShares Core MSCI Total International Stock ETF position as of Q4 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 190 iShares Core MSCI Total International Stock ETF shares in Q4 2024, an estimated $13.7K.
  • Realta Investment Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2019 and held it in 18 quarters.
  • Realta Investment Advisors's iShares Core MSCI Total International Stock ETF position peaked at $372K in Q4 2021.
  • 789 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2024.

Based on Realta Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.