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

TRUADVICE’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 		– Sell
-3,237
Closed -$204K – 262
2023
Q2 		$204K Buy
3,237
+40
+1% +$2.5K 0.08% 252
2023
Q1 		$202K Buy
+3,197
New +$196K 0.08% 248
2022
Q3 		– Sell
-3,686
Closed -$218K – 150
2022
Q2 		$218K Buy
3,686
+182
+5% +$11.2K 0.12% 139
2022
Q1 		$217K Buy
+3,504
New +$238K 0.12% 129
2021
Q3 		– Sell
-9,737
Closed -$698K – 208
2021
Q2 		$698K Buy
9,737
+3,645
+60% +$267K 0.15% 130
2021
Q1 		$446K Buy
6,092
+3,096
+103% +$217K 0.13% 150
2020
Q4 		$205K Buy
+2,996
New +$188K 0.06% 266

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
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
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

TRUADVICE's IXUS Position: Q3 2023 in Review

TRUADVICE sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q3 2023, closing a stake of 3,237 shares — an estimated $204K sold.

TRUADVICE first reported a position in IXUS in Q4 2020 and held it in 7 quarters. The position peaked at $698K in Q2 2021. 652 funds tracked by Wall St. Rank hold IXUS as of Q3 2023.

  • TRUADVICE reported no remaining iShares Core MSCI Total International Stock ETF position as of Q3 2023 after selling out during the quarter.
  • TRUADVICE sold 3,237 iShares Core MSCI Total International Stock ETF shares in Q3 2023, an estimated $204K.
  • TRUADVICE first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2020 and held it in 7 quarters.
  • TRUADVICE's iShares Core MSCI Total International Stock ETF position peaked at $698K in Q2 2021.
  • 652 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.