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

Surevest’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
2022
Q3 		$13.8M Buy
271,870
+29,591
+12% +$1.68M 3.77% 3
2022
Q2 		$13.8M Buy
242,279
+5,348
+2% +$329K 3.62% 3
2022
Q1 		$15.8M Buy
236,931
+226,217
+2,111% +$15.3M 3.81% 3
2021
Q4 		$760K Buy
+10,714
New +$770K 0.18% 83

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
Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Surevest's IXUS Position: Q3 2022 in Review

Surevest increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 12% in Q3 2022, buying an estimated $1.68M and bringing the position to 271,870 shares worth $13.8M. The position accounts for 3.77% of the portfolio, ranked #3.

Surevest first reported a position in IXUS in Q4 2021 and has held it in 4 quarters since. The position peaked at $15.8M in Q1 2022. 558 funds tracked by Wall St. Rank hold IXUS as of Q3 2022.

  • Surevest held 271,870 shares of iShares Core MSCI Total International Stock ETF worth $13.8M as of Q3 2022.
  • Surevest bought 29,591 iShares Core MSCI Total International Stock ETF shares in Q3 2022, an estimated $1.68M.
  • iShares Core MSCI Total International Stock ETF made up 3.77% of Surevest's portfolio in Q3 2022, its #3 holding.
  • Surevest first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2021 and has held it in 4 quarters since.
  • Surevest's iShares Core MSCI Total International Stock ETF position peaked at $15.8M in Q1 2022.
  • 558 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.