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

Wealth CMT’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
Q2 		$4.61M Buy
+73,584
New +$4.61M 6.96% 4
2023
Q1 		– Sell
-77,269
Closed -$4.47M – 33
2022
Q4 		$4.47M Sell
77,269
-11,018
-12% -$615K 2.38% 10
2022
Q3 		$4.5M Buy
+88,287
New +$5M 2.7% 8

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
Morgan Stanley
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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Wealth CMT's IXUS Position: Q2 2023 in Review

Wealth CMT opened a new position in iShares Core MSCI Total International Stock ETF (IXUS) in Q2 2023: 73,584 shares worth $4.61M. The stake represents 6.96% of the portfolio and ranks #4 among its holdings. This is a return to the name: Wealth CMT previously reported a position in IXUS as recently as Q4 2022.

Wealth CMT first reported a position in IXUS in Q3 2022 and has held it in 3 quarters since. 648 funds tracked by Wall St. Rank hold IXUS as of Q2 2023.

  • Wealth CMT held 73,584 shares of iShares Core MSCI Total International Stock ETF worth $4.61M as of Q2 2023.
  • iShares Core MSCI Total International Stock ETF was a new Wealth CMT position in Q2 2023.
  • iShares Core MSCI Total International Stock ETF made up 6.96% of Wealth CMT's portfolio in Q2 2023, its #4 holding.
  • Wealth CMT first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2022 and has held it in 3 quarters since.
  • 648 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2023.

Based on Wealth CMT's 13F filing for Q2 2023, filed 12 Jul 2023.