WA
IXUS icon

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

Wealthstream 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
2022
Q3 		– Sell
-4,734
Closed -$270K – 71
2022
Q2 		$270K Buy
4,734
+76
+2% +$4.68K 0.27% 51
2022
Q1 		$310K Buy
4,658
+6
+0.1% +$407 0.27% 49
2021
Q4 		$330K Buy
+4,652
New +$334K 0.28% 48

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 $424B AUM 22.94% 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 $18.1B AUM 24.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wealthstream Advisors's IXUS Position: Q3 2022 in Review

Wealthstream Advisors sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q3 2022, closing a stake of 4,734 shares — an estimated $270K sold.

Wealthstream Advisors first reported a position in IXUS in Q4 2021 and held it in 3 quarters. The position peaked at $330K in Q4 2021. 558 funds tracked by Wall St. Rank hold IXUS as of Q3 2022.

  • Wealthstream Advisors reported no remaining iShares Core MSCI Total International Stock ETF position as of Q3 2022 after selling out during the quarter.
  • Wealthstream Advisors sold 4,734 iShares Core MSCI Total International Stock ETF shares in Q3 2022, an estimated $270K.
  • Wealthstream Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2021 and held it in 3 quarters.
  • Wealthstream Advisors's iShares Core MSCI Total International Stock ETF position peaked at $330K in Q4 2021.
  • 558 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2022.

Based on Wealthstream Advisors's 13F filing for Q3 2022, filed 28 Oct 2022.