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

RTD 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
2023 Q1	–	Sell	-4,253	Closed	-$246K	–	92
2022 Q4	$246K	Buy	+4,253	New	+$237K	0.04%	92
2022 Q3	–	Sell	-3,630	Closed	-$207K	–	100
2022 Q2	$207K	Hold	3,630	–	–	0.03%	105
2022 Q1	$242K	Sell	3,630 -247	-6%	-$16.8K	0.03%	102
2021 Q4	$275K	Buy	+3,877	New	+$279K	0.04%	103

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

RTD Financial Advisors's IXUS Position: Q1 2023 in Review

RTD Financial Advisors sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q1 2023, closing a stake of 4,253 shares — an estimated $246K sold.

RTD Financial Advisors first reported a position in IXUS in Q4 2021 and held it in 4 quarters. The position peaked at $275K in Q4 2021. 639 funds tracked by Wall St. Rank hold IXUS as of Q1 2023.

RTD Financial Advisors reported no remaining iShares Core MSCI Total International Stock ETF position as of Q1 2023 after selling out during the quarter.
RTD Financial Advisors sold 4,253 iShares Core MSCI Total International Stock ETF shares in Q1 2023, an estimated $246K.
RTD Financial Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2021 and held it in 4 quarters.
RTD Financial Advisors's iShares Core MSCI Total International Stock ETF position peaked at $275K in Q4 2021.
639 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2023.

Based on RTD Financial Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.