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

Schechter 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
2022 Q4	–	Sell	-61,379	Closed	-$3.13M	–	874
2022 Q3	$3.13M	Buy	61,379 +15,243	+33%	+$864K	0.31%	46
2022 Q2	$2.63M	Buy	46,136 +39,211	+566%	+$2.41M	0.26%	55
2022 Q1	$462K	Buy	6,925 +4,017	+138%	+$272K	0.04%	557
2021 Q4	$206K	Buy	+2,908	New	+$209K	0.02%	789

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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 $18.1B AUM 24.63% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Schechter Investment Advisors's IXUS Position: Q4 2022 in Review

Schechter Investment Advisors sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q4 2022, closing a stake of 61,379 shares — an estimated $3.13M sold.

Schechter Investment Advisors first reported a position in IXUS in Q4 2021 and held it in 4 quarters. The position peaked at $3.13M in Q3 2022. 641 funds tracked by Wall St. Rank hold IXUS as of Q4 2022.

Schechter Investment Advisors reported no remaining iShares Core MSCI Total International Stock ETF position as of Q4 2022 after selling out during the quarter.
Schechter Investment Advisors sold 61,379 iShares Core MSCI Total International Stock ETF shares in Q4 2022, an estimated $3.13M.
Schechter Investment Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2021 and held it in 4 quarters.
Schechter Investment Advisors's iShares Core MSCI Total International Stock ETF position peaked at $3.13M in Q3 2022.
641 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2022.

Based on Schechter Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.