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

Scott Capital 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	-11,101	Closed	-$721K	–	55
2023 Q4	$721K	Sell	11,101 -184	-2%	-$11.3K	0.24%	29
2023 Q3	$676K	Sell	11,285 -784	-6%	-$48.9K	0.27%	29
2023 Q2	$756K	Sell	12,069 -5,553	-32%	-$348K	0.33%	28
2023 Q1	$1.09M	Sell	17,622 -153	-0.9%	-$9.37K	0.53%	20
2022 Q4	$1.03M	Sell	17,775 -70	-0.4%	-$3.91K	0.58%	19
2022 Q3	$909K	Sell	17,845 -1,692	-9%	-$95.9K	0.62%	17
2022 Q2	$1.11M	Sell	19,537 -55,151	-74%	-$3.4M	0.75%	16
2022 Q1	$4.97M	Sell	74,688 -38,455	-34%	-$2.61M	2.93%	8
2021 Q4	$8.03M	Buy	+113,143	New	+$8.13M	4.89%	6

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

Scott Capital Advisors's IXUS Position: Q1 2024 in Review

Scott Capital Advisors sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q1 2024, closing a stake of 11,101 shares — an estimated $721K sold.

Scott Capital Advisors first reported a position in IXUS in Q4 2021 and held it in 9 quarters. The position peaked at $8.03M in Q4 2021. 715 funds tracked by Wall St. Rank hold IXUS as of Q1 2024.

Scott Capital Advisors reported no remaining iShares Core MSCI Total International Stock ETF position as of Q1 2024 after selling out during the quarter.
Scott Capital Advisors sold 11,101 iShares Core MSCI Total International Stock ETF shares in Q1 2024, an estimated $721K.
Scott Capital Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2021 and held it in 9 quarters.
Scott Capital Advisors's iShares Core MSCI Total International Stock ETF position peaked at $8.03M in Q4 2021.
715 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2024.

Based on Scott Capital Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.