Tyler-Stone Wealth Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Tyler-Stone Wealth Management’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 Q3	–	Sell	-872	Closed	-$58.9K	–	628
2024 Q2	$58.9K	Hold	872	–	–	0.02%	349
2024 Q1	$59.2K	Buy	872 +156	+22%	+$10.2K	0.03%	349
2023 Q4	$46.5K	Buy	716 +398	+125%	+$24.4K	0.02%	366
2023 Q3	$19K	Hold	318	–	–	0.01%	492
2023 Q2	$20K	Buy	+318	New	+$19.9K	0.01%	486
2022 Q4	$18K	Buy	313 +3	+1%	+$167	0.01%	455
2022 Q3	$16K	Hold	310	–	–	0.01%	465
2022 Q2	$18K	Sell	310 -90	-23%	-$5.54K	0.01%	463
2022 Q1	$27K	Hold	400	–	–	0.01%	428
2021 Q4	$28K	Buy	+400	New	+$28.8K	0.01%	446

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

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 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 $16.5B AUM 19.94% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Tyler-Stone Wealth Management's IXUS Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q3 2024, closing a stake of 872 shares — an estimated $58.9K sold.

Tyler-Stone Wealth Management first reported a position in IXUS in Q4 2021 and held it in 10 quarters. The position peaked at $59.2K in Q1 2024. 755 funds tracked by Wall St. Rank hold IXUS as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares Core MSCI Total International Stock ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 872 iShares Core MSCI Total International Stock ETF shares in Q3 2024, an estimated $58.9K.
Tyler-Stone Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $59.2K in Q1 2024.
755 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.