Sugarloaf Wealth Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Sugarloaf Wealth Management’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 Q4	$8.13K	Buy	123 +2	+2%	+$139	﹤0.01%	525
2024 Q3	$8.77K	Hold	121	–	–	﹤0.01%	518
2024 Q2	$8.15K	Buy	121 +2	+2%	+$136	﹤0.01%	497
2024 Q1	$8.07K	Hold	119	–	–	﹤0.01%	500
2023 Q4	$7.72K	Buy	119 +2	+2%	+$122	﹤0.01%	512
2023 Q3	$7.02K	Hold	117	–	–	﹤0.01%	504
2023 Q2	$7.33K	Buy	117 +2	+2%	+$125	﹤0.01%	511
2023 Q1	$7.13K	Hold	115	–	–	﹤0.01%	513
2022 Q4	$6.67K	Hold	115	–	–	﹤0.01%	541
2022 Q3	$6K	Hold	115	–	–	﹤0.01%	590
2022 Q2	$7K	Buy	115 +3	+3%	+$185	﹤0.01%	561
2022 Q1	$7K	Sell	112 -1	-0.9%	-$68	﹤0.01%	525
2021 Q4	$8K	Buy	113 +2	+2%	+$144	﹤0.01%	536
2021 Q3	$8K	Hold	111	–	–	﹤0.01%	540
2021 Q2	$8K	Buy	111 +2	+2%	+$146	﹤0.01%	526
2021 Q1	$8	Hold	109	–	–	﹤0.01%	522
2020 Q4	$7K	Buy	109 +1	+0.9%	+$63	﹤0.01%	508
2020 Q3	$6K	Hold	108	–	–	﹤0.01%	502
2020 Q2	$6K	Buy	108 +1	+0.9%	+$51	﹤0.01%	497
2020 Q1	$5K	Hold	107	–	–	﹤0.01%	508
2019 Q4	$7K	Buy	+107	New	+$6.41K	﹤0.01%	499

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Sugarloaf Wealth Management's IXUS Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 1.7% in Q4 2024, buying an estimated $139 and bringing the position to 123 shares worth $8.13K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Sugarloaf Wealth Management first reported a position in IXUS in Q4 2019 and has held it in 21 quarters since. The position peaked at $8.77K in Q3 2024. 789 funds tracked by Wall St. Rank hold IXUS as of Q4 2024.

Sugarloaf Wealth Management held 123 shares of iShares Core MSCI Total International Stock ETF worth $8.13K as of Q4 2024.
Sugarloaf Wealth Management bought 2 iShares Core MSCI Total International Stock ETF shares in Q4 2024, an estimated $139.
iShares Core MSCI Total International Stock ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #525 holding.
Sugarloaf Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $8.77K in Q3 2024.
789 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.