Trust Company of Vermont’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Trust Company of Vermont’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 Q4	–	Sell	-472	Closed	-$24K	–	935
2022 Q3	$24K	Hold	472	–	–	﹤0.01%	578
2022 Q2	$27K	Buy	+472	New	+$29.1K	﹤0.01%	546
2022 Q1	–	Sell	-472	Closed	-$33K	–	548
2021 Q4	$33K	Buy	+472	New	+$33.9K	﹤0.01%	531
2021 Q3	–	Sell	-472	Closed	-$35K	–	525
2021 Q2	$35K	Buy	+472	New	+$34.6K	﹤0.01%	512

Other funds holding IXUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DADC

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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Trust Company of Vermont's IXUS Position: Q4 2022 in Review

Trust Company of Vermont sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q4 2022, closing a stake of 472 shares — an estimated $24K sold.

Trust Company of Vermont first reported a position in IXUS in Q2 2021 and held it in 4 quarters. The position peaked at $35K in Q2 2021. 641 funds tracked by Wall St. Rank hold IXUS as of Q4 2022.

Trust Company of Vermont reported no remaining iShares Core MSCI Total International Stock ETF position as of Q4 2022 after selling out during the quarter.
Trust Company of Vermont sold 472 iShares Core MSCI Total International Stock ETF shares in Q4 2022, an estimated $24K.
Trust Company of Vermont first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2021 and held it in 4 quarters.
Trust Company of Vermont's iShares Core MSCI Total International Stock ETF position peaked at $35K in Q2 2021.
641 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2022.

Based on Trust Company of Vermont's 13F filing for Q4 2022, filed 9 Feb 2023.