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

Wetzel Investment 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
Q3 		– Sell
-1,131
Closed -$76.8K – 511
2024
Q2 		$76.8K Sell
1,131
-2
-0.2% -$136 0.04% 201
2024
Q1 		$73.8K Buy
1,133
+70
+7% +$4.57K 0.04% 208
2023
Q4 		$69K Buy
+1,063
New +$65.1K 0.04% 217

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
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wetzel Investment Advisors's IXUS Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q3 2024, closing a stake of 1,131 shares — an estimated $76.8K sold.

Wetzel Investment Advisors first reported a position in IXUS in Q4 2023 and held it in 3 quarters. The position peaked at $76.8K in Q2 2024. 755 funds tracked by Wall St. Rank hold IXUS as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares Core MSCI Total International Stock ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 1,131 iShares Core MSCI Total International Stock ETF shares in Q3 2024, an estimated $76.8K.
  • Wetzel Investment Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares Core MSCI Total International Stock ETF position peaked at $76.8K in Q2 2024.
  • 755 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.