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

Tiedemann 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
2023 Q3	$952K	Buy	15,866 +44	+0.3%	+$2.74K	0.04%	125
2023 Q2	$991K	Sell	15,822 -44	-0.3%	-$2.75K	0.04%	117
2023 Q1	$983K	Hold	15,866	–	–	0.04%	111
2022 Q4	$918K	Buy	+15,866	New	+$885K	0.04%	122
2022 Q3	–	Sell	-4,973	Closed	-$284K	–	241
2022 Q2	$284K	Buy	4,973 +44	+0.9%	+$2.71K	0.02%	190
2022 Q1	$328K	Sell	4,929 -1,643	-25%	-$111K	0.02%	222
2021 Q4	$466K	Hold	6,572	–	–	0.02%	193
2021 Q3	$467K	Hold	6,572	–	–	0.02%	198
2021 Q2	$482K	Hold	6,572	–	–	0.02%	236
2021 Q1	$462K	Hold	6,572	–	–	0.02%	219
2020 Q4	$442K	Hold	6,572	–	–	0.02%	215
2020 Q3	$383K	Hold	6,572	–	–	0.02%	244
2020 Q2	$358K	Hold	6,572	–	–	0.02%	236
2020 Q1	$309K	Sell	6,572 -2,227	-25%	-$126K	0.02%	237
2019 Q4	$544K	Hold	8,799	–	–	0.03%	207
2019 Q3	$508K	Buy	8,799 +19	+0.2%	+$1.09K	0.02%	218
2019 Q2	$515K	Hold	8,780	–	–	0.03%	196
2019 Q1	$510K	Hold	8,780	–	–	0.02%	297
2018 Q4	$461K	Hold	8,780	–	–	0.02%	296
2018 Q3	$530K	Hold	8,780	–	–	0.03%	224
2018 Q2	$528K	Buy	+8,780	New	+$552K	0.03%	219

Other funds holding IXUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Tiedemann Advisors's IXUS Position: Q3 2023 in Review

Tiedemann Advisors increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.28% in Q3 2023, buying an estimated $2.74K and bringing the position to 15,866 shares worth $952K. The position accounts for 0.04% of the portfolio, ranked #125.

Tiedemann Advisors first reported a position in IXUS in Q2 2018 and has held it in 21 quarters since. The position peaked at $991K in Q2 2023. 654 funds tracked by Wall St. Rank hold IXUS as of Q3 2023.

Tiedemann Advisors held 15,866 shares of iShares Core MSCI Total International Stock ETF worth $952K as of Q3 2023.
Tiedemann Advisors bought 44 iShares Core MSCI Total International Stock ETF shares in Q3 2023, an estimated $2.74K.
iShares Core MSCI Total International Stock ETF made up 0.04% of Tiedemann Advisors's portfolio in Q3 2023, its #125 holding.
Tiedemann Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2018 and has held it in 21 quarters since.
Tiedemann Advisors's iShares Core MSCI Total International Stock ETF position peaked at $991K in Q2 2023.
654 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.