Simplicity Solutions’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Simplicity Solutions’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 Q4	$2.3M	Sell	35,488 -794	-2%	-$48.6K	0.06%	278
2023 Q3	$2.18M	Buy	36,282 +514	+1%	+$32.1K	0.07%	257
2023 Q2	$2.24M	Buy	35,768 +11,125	+45%	+$696K	0.06%	285
2023 Q1	$1.53M	Buy	24,643 +9,630	+64%	+$590K	0.04%	378
2022 Q4	$869K	Buy	+15,013	New	+$838K	0.12%	223
2022 Q2	–	Sell	-5,834	Closed	-$388K	–	667
2022 Q1	$388K	Buy	+5,834	New	+$396K	0.05%	369
2021 Q4	–	Sell	-6,711	Closed	-$476K	–	539
2021 Q3	$476K	Buy	+6,711	New	+$489K	0.07%	292
2021 Q1	–	Sell	-23,208	Closed	-$1.56M	–	749
2020 Q4	$1.56M	Sell	23,208 -3,541	-13%	-$222K	0.02%	443
2020 Q3	$1.56M	Buy	26,749 +7,954	+42%	+$463K	0.03%	393
2020 Q2	$1.02M	Buy	18,795 +7,777	+71%	+$400K	0.02%	459
2020 Q1	$518K	Buy	11,018 +6,683	+154%	+$378K	0.02%	474
2019 Q4	$268K	Buy	+4,335	New	+$260K	0.01%	706
2019 Q3	–	Sell	-4,263	Closed	-$250K	–	744
2019 Q2	$250K	Sell	4,263 -1,677	-28%	-$97.8K	0.01%	554
2019 Q1	$345K	Sell	5,940 -720	-11%	-$40.7K	0.02%	491
2018 Q4	$349K	Buy	+6,660	New	+$370K	0.05%	403

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Simplicity Solutions's IXUS Position: Q4 2023 in Review

Simplicity Solutions reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 2.2% in Q4 2023, selling an estimated $48.6K and leaving 35,488 shares worth $2.3M. The position accounts for 0.06% of the portfolio, ranked #278.

Simplicity Solutions first reported a position in IXUS in Q4 2018 and has held it in 15 quarters since. 715 funds tracked by Wall St. Rank hold IXUS as of Q4 2023.

Simplicity Solutions held 35,488 shares of iShares Core MSCI Total International Stock ETF worth $2.3M as of Q4 2023.
Simplicity Solutions sold 794 iShares Core MSCI Total International Stock ETF shares in Q4 2023, an estimated $48.6K.
iShares Core MSCI Total International Stock ETF made up 0.06% of Simplicity Solutions's portfolio in Q4 2023, its #278 holding.
Simplicity Solutions first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2018 and has held it in 15 quarters since.
715 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.