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

Wells Financial 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
2024 Q4	–	Sell	-252	Closed	-$18.3K	–	87
2024 Q3	$18.3K	Hold	252	–	–	0.02%	69
2024 Q2	$17K	Hold	252	–	–	0.01%	75
2024 Q1	$17.1K	Hold	252	–	–	0.01%	62
2023 Q4	$16.4K	Hold	252	–	–	0.01%	60
2023 Q3	$15.1K	Hold	252	–	–	0.01%	59
2023 Q2	$15.8K	Hold	252	–	–	0.01%	59
2023 Q1	$15.6K	Buy	252 +154	+157%	+$9.43K	0.01%	60
2022 Q4	$5.67K	Sell	98 -16,878	-99%	-$942K	﹤0.01%	60
2022 Q3	$864K	Sell	16,976 -547	-3%	-$31K	0.84%	21
2022 Q2	$999K	Sell	17,523 -1,326	-7%	-$81.6K	0.9%	21
2022 Q1	$1.25M	Buy	18,849 +739	+4%	+$50.1K	1.05%	22
2021 Q4	$1.28M	Buy	18,110 +905	+5%	+$65.1K	1.03%	22
2021 Q3	$1.22M	Buy	17,205 +1,004	+6%	+$73.2K	1.03%	20
2021 Q2	$1.19M	Buy	16,201 +1,415	+10%	+$104K	1%	20
2021 Q1	$1.04M	Buy	14,786 +13,788	+1,382%	+$967K	0.93%	20
2020 Q4	$67K	Buy	+998	New	+$62.7K	0.06%	46

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 $10.6B AUM 34.1% 1-Year Est. Return

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

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

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

Wells Financial Advisors's IXUS Position: Q4 2024 in Review

Wells Financial Advisors sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q4 2024, closing a stake of 252 shares — an estimated $18.3K sold.

Wells Financial Advisors first reported a position in IXUS in Q4 2020 and held it in 16 quarters. The position peaked at $1.28M in Q4 2021. 789 funds tracked by Wall St. Rank hold IXUS as of Q4 2024.

Wells Financial Advisors reported no remaining iShares Core MSCI Total International Stock ETF position as of Q4 2024 after selling out during the quarter.
Wells Financial Advisors sold 252 iShares Core MSCI Total International Stock ETF shares in Q4 2024, an estimated $18.3K.
Wells Financial Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2020 and held it in 16 quarters.
Wells Financial Advisors's iShares Core MSCI Total International Stock ETF position peaked at $1.28M in Q4 2021.
789 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2024.

Based on Wells Financial Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.