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SWA
Sightline Wealth Advisors’s
iShares Core MSCI Total International Stock ETF
IXUS
Stock Holding History
Sightline Wealth Advisors’s Portfolio
IXUS Stock Details
IXUS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.2M
Sell
13,797
-21,944
-61%
-$1.95M
0.51%
36
2025
Q4
$3.03M
Sell
35,741
-18,433
-34%
-$1.55M
1.29%
23
2025
Q3
$4.47M
Sell
54,174
-3,455
-6%
-$275K
2.02%
12
2025
Q2
$4.46M
Sell
57,629
-526
-0.9%
-$38.4K
2.15%
12
2025
Q1
$4.06M
Sell
58,155
-1,250
-2%
-$86.7K
2.14%
10
2024
Q4
$3.93M
Buy
59,405
+6,091
+11%
+$423K
2.12%
11
2024
Q3
$3.87M
Sell
53,314
-632
-1%
-$43.8K
2.13%
10
2024
Q2
$3.64M
Buy
53,946
+1,339
+3%
+$90.8K
2.27%
12
2024
Q1
$3.57M
Sell
52,607
-911
-2%
-$59.5K
2.35%
11
2023
Q4
$3.47M
Buy
53,518
+4,226
+9%
+$259K
2.64%
10
2023
Q3
$2.96M
Sell
49,292
-611
-1%
-$38.1K
2.76%
8
2023
Q2
$3.09M
Buy
49,903
+2,338
+5%
+$146K
3.07%
8
2023
Q1
$2.95M
Sell
47,565
-6,810
-13%
-$417K
3.01%
8
2022
Q4
$3.15M
Sell
54,375
-3,795
-7%
-$212K
3.39%
8
2022
Q3
$3.02M
Sell
58,170
-4,931
-8%
-$280K
3.55%
8
2022
Q2
$3.58M
Sell
63,101
-3,682
-6%
-$227K
3.49%
8
2022
Q1
$4.45M
Buy
66,783
+986
+1%
+$66.9K
3.7%
8
2021
Q4
$4.68M
Buy
65,797
+6,011
+10%
+$432K
4.19%
6
2021
Q3
$4.25M
Buy
59,786
+1,201
+2%
+$87.5K
3.53%
8
2021
Q2
$4.29M
Sell
58,585
-379
-0.6%
-$27.8K
3.55%
8
2021
Q1
$4.15M
Buy
58,964
+1,805
+3%
+$127K
3.83%
8
2020
Q4
$3.84M
Buy
+57,159
New
+$3.59M
3.78%
8
Other funds holding IXUS
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
AA
Acorns Advisers
Irvine, California
$13.5B AUM
15.15%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
CAPTRUST Financial Advisors
Raleigh, North Carolina
$57.3B AUM
18.32%
1-Year Est. Return
US Bancorp
Minneapolis, Minnesota
$82.4B AUM
19.69%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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