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Tarbox Family Office’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Tarbox Family Office’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
-4,475
Closed -$325K – 108
2024
Q3 		$325K Sell
4,475
-122
-3% -$8.45K 0.05% 88
2024
Q2 		$311K Sell
4,597
-2,480
-35% -$168K 0.05% 83
2024
Q1 		$480K Buy
7,077
+611
+9% +$39.9K 0.08% 67
2023
Q4 		$420K Sell
6,466
-3,465
-35% -$212K 0.08% 65
2023
Q3 		$596K Sell
9,931
-3,274
-25% -$204K 0.12% 47
2023
Q2 		$827K Sell
13,205
-400
-3% -$25K 0.16% 42
2023
Q1 		$843K Sell
13,605
-140
-1% -$8.57K 0.17% 40
2022
Q4 		$796K Buy
13,745
+5,267
+62% +$294K 0.17% 39
2022
Q3 		$483K Sell
8,478
-3,976
-32% -$225K 0.11% 45
2022
Q2 		$710K Buy
12,454
+4,719
+61% +$291K 0.16% 46
2022
Q1 		$515K Buy
7,735
+258
+3% +$17.5K 0.1% 46
2021
Q4 		$530K Buy
7,477
+1,447
+24% +$104K 0.09% 72
2021
Q3 		$428K Buy
6,030
+592
+11% +$43.1K 0.08% 86
2021
Q2 		$399K Buy
5,438
+213
+4% +$15.6K 0.07% 98
2021
Q1 		$367K Buy
5,225
+218
+4% +$15.3K 0.07% 94
2020
Q4 		$336K Buy
5,007
+645
+15% +$40.5K 0.07% 90
2020
Q3 		$254K Buy
+4,362
New +$254K 0.06% 101

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 $424B AUM 22.94% 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 $18.1B AUM 24.63% 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

Tarbox Family Office's IXUS Position: Q4 2024 in Review

Tarbox Family Office sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q4 2024, closing a stake of 4,475 shares — an estimated $325K sold.

Tarbox Family Office first reported a position in IXUS in Q3 2020 and held it in 17 quarters. The position peaked at $843K in Q1 2023. 789 funds tracked by Wall St. Rank hold IXUS as of Q4 2024.

  • Tarbox Family Office reported no remaining iShares Core MSCI Total International Stock ETF position as of Q4 2024 after selling out during the quarter.
  • Tarbox Family Office sold 4,475 iShares Core MSCI Total International Stock ETF shares in Q4 2024, an estimated $325K.
  • Tarbox Family Office first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2020 and held it in 17 quarters.
  • Tarbox Family Office's iShares Core MSCI Total International Stock ETF position peaked at $843K in Q1 2023.
  • 789 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2024.

Based on Tarbox Family Office's 13F filing for Q4 2024, filed 17 Jan 2025.