Resurgent Financial Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Resurgent Financial 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 Q1	–	Sell	-2,487	Closed	-$161K	–	346
2023 Q4	$161K	Sell	2,487 -84	-3%	-$5.14K	0.1%	188
2023 Q3	$154K	Buy	2,571 +159	+7%	+$9.91K	0.11%	176
2023 Q2	$151K	Sell	2,412 -6	-0.2%	-$376	0.1%	176
2023 Q1	$150K	Sell	2,418 -116	-5%	-$7.1K	0.1%	182
2022 Q4	$147K	Sell	2,534 -1,844	-42%	-$103K	0.08%	246
2022 Q3	$223K	Sell	4,378 -479	-10%	-$27.2K	0.15%	173
2022 Q2	$277K	Sell	4,857 -339	-7%	-$20.9K	0.18%	142
2022 Q1	$346K	Buy	5,196 +1,181	+29%	+$80.1K	0.21%	117
2021 Q4	$285K	Buy	+4,015	New	+$289K	0.23%	96

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

Resurgent Financial Advisors's IXUS Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q1 2024, closing a stake of 2,487 shares — an estimated $161K sold.

Resurgent Financial Advisors first reported a position in IXUS in Q4 2021 and held it in 9 quarters. The position peaked at $346K in Q1 2022. 715 funds tracked by Wall St. Rank hold IXUS as of Q1 2024.

Resurgent Financial Advisors reported no remaining iShares Core MSCI Total International Stock ETF position as of Q1 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 2,487 iShares Core MSCI Total International Stock ETF shares in Q1 2024, an estimated $161K.
Resurgent Financial Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2021 and held it in 9 quarters.
Resurgent Financial Advisors's iShares Core MSCI Total International Stock ETF position peaked at $346K in Q1 2022.
715 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.