Strategic Wealth Partners Group’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Strategic Wealth Partners Group’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	$628K	Sell	9,251 -86	-0.9%	-$5.61K	0.07%	54
2023 Q4	$606K	Sell	9,337 -110	-1%	-$6.73K	0.08%	51
2023 Q3	$567K	Hold	9,447	–	–	0.08%	48
2023 Q2	$591K	Buy	9,447 +1,335	+16%	+$83.6K	0.09%	47
2023 Q1	$506K	Hold	8,112	–	–	0.08%	44
2022 Q4	$469K	Hold	8,112	–	–	0.1%	35
2022 Q3	$413K	Hold	8,112	–	–	0.1%	37
2022 Q2	$463K	Buy	8,112 +85	+1%	+$5.23K	0.1%	38
2022 Q1	$534K	Hold	8,027	–	–	0.1%	36
2021 Q4	$569K	Hold	8,027	–	–	0.1%	44
2021 Q3	$570K	Buy	+8,027	New	+$585K	0.11%	43
2021 Q1	$564K	Hold	8,027	–	–	0.11%	41
2020 Q4	$539K	Hold	8,027	–	–	0.11%	40
2020 Q3	$468K	Hold	8,027	–	–	0.11%	38
2020 Q2	$438K	Buy	+8,027	New	+$413K	0.11%	43

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

Strategic Wealth Partners Group's IXUS Position: Q1 2024 in Review

Strategic Wealth Partners Group reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.92% in Q1 2024, selling an estimated $5.61K and leaving 9,251 shares worth $628K. The position accounts for 0.07% of the portfolio, ranked #54.

Strategic Wealth Partners Group first reported a position in IXUS in Q2 2020 and has held it in 15 quarters since. 715 funds tracked by Wall St. Rank hold IXUS as of Q1 2024.

Strategic Wealth Partners Group held 9,251 shares of iShares Core MSCI Total International Stock ETF worth $628K as of Q1 2024.
Strategic Wealth Partners Group sold 86 iShares Core MSCI Total International Stock ETF shares in Q1 2024, an estimated $5.61K.
iShares Core MSCI Total International Stock ETF made up 0.07% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #54 holding.
Strategic Wealth Partners Group first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2020 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 Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.