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Summit Trail Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Summit Trail 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
Q4 		– Sell
-3,011
Closed -$219K – 582
2024
Q3 		$219K Hold
3,011
– – 0.01% 652
2024
Q2 		$203K Hold
3,011
– – 0.01% 596
2024
Q1 		$204K Buy
+3,011
New +$197K 0.01% 557

Other funds holding IXUS

BlackRock
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Summit Trail Advisors's IXUS Position: Q4 2024 in Review

Summit Trail Advisors sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q4 2024, closing a stake of 3,011 shares — an estimated $219K sold.

Summit Trail Advisors first reported a position in IXUS in Q1 2024 and held it in 3 quarters. The position peaked at $219K in Q3 2024. 789 funds tracked by Wall St. Rank hold IXUS as of Q4 2024.

  • Summit Trail Advisors reported no remaining iShares Core MSCI Total International Stock ETF position as of Q4 2024 after selling out during the quarter.
  • Summit Trail Advisors sold 3,011 iShares Core MSCI Total International Stock ETF shares in Q4 2024, an estimated $219K.
  • Summit Trail Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2024 and held it in 3 quarters.
  • Summit Trail Advisors's iShares Core MSCI Total International Stock ETF position peaked at $219K in Q3 2024.
  • 789 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2024.

Based on Summit Trail Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.