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

Rise 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
2025 Q1	–	Sell	-3,072	Closed	-$203K	–	1532
2024 Q4	$203K	Sell	3,072 -1,666	-35%	-$116K	0.1%	85
2024 Q3	$344K	Sell	4,738 -1,225	-21%	-$84.8K	0.16%	64
2024 Q2	$403K	Sell	5,963 -797	-12%	-$54K	0.21%	50
2024 Q1	$459K	Sell	6,760 -100	-1%	-$6.53K	0.24%	42
2023 Q4	$445K	Sell	6,860 -665	-9%	-$40.7K	0.31%	29
2023 Q3	$451K	Hold	7,525	–	–	0.36%	26
2023 Q2	$471K	Buy	7,525 +117	+2%	+$7.32K	0.36%	35
2023 Q1	$459K	Hold	7,408	–	–	0.35%	33
2022 Q4	$429K	Buy	7,408 +62	+0.8%	+$3.46K	0.34%	36
2022 Q3	$374K	Sell	7,346 -100	-1%	-$5.67K	0.31%	38
2022 Q2	$425K	Buy	7,446 +121	+2%	+$7.45K	0.43%	31
2022 Q1	$488K	Buy	7,325 +9	+0.1%	+$610	0.44%	33
2021 Q4	$519K	Buy	+7,316	New	+$526K	0.49%	32

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rise Advisors's IXUS Position: Q1 2025 in Review

Rise Advisors sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q1 2025, closing a stake of 3,072 shares — an estimated $203K sold.

Rise Advisors first reported a position in IXUS in Q4 2021 and held it in 13 quarters. The position peaked at $519K in Q4 2021. 795 funds tracked by Wall St. Rank hold IXUS as of Q1 2025.

Rise Advisors reported no remaining iShares Core MSCI Total International Stock ETF position as of Q1 2025 after selling out during the quarter.
Rise Advisors sold 3,072 iShares Core MSCI Total International Stock ETF shares in Q1 2025, an estimated $203K.
Rise Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2021 and held it in 13 quarters.
Rise Advisors's iShares Core MSCI Total International Stock ETF position peaked at $519K in Q4 2021.
795 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2025.

Based on Rise Advisors's 13F filing for Q1 2025, filed 15 May 2025.