Whittier Trust’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Whittier Trust’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
2025 Q1	–	Sell	-93	Closed	-$6.15K	–	1538
2024 Q4	$6.15K	Buy	+93	New	+$6.46K	﹤0.01%	1336
2022 Q2	–	Sell	-3,665	Closed	-$244K	–	1721
2022 Q1	$244K	Hold	3,665	–	–	﹤0.01%	624
2021 Q4	$260K	Buy	3,665 +15	+0.4%	+$1.08K	﹤0.01%	619
2021 Q3	$259K	Hold	3,650	–	–	﹤0.01%	591
2021 Q2	$268K	Hold	3,650	–	–	﹤0.01%	597
2021 Q1	$257K	Buy	3,650 +844	+30%	+$59.2K	0.01%	593
2020 Q4	$189K	Buy	2,806 +2,796	+27,960%	+$176K	﹤0.01%	605
2020 Q3	$1K	Hold	10	–	–	﹤0.01%	1380
2020 Q2	$1K	Hold	10	–	–	﹤0.01%	1333
2020 Q1	$0	Buy	+10	New	+$565	﹤0.01%	1530
2018 Q2	–	Sell	-200	Closed	-$13K	–	1304
2018 Q1	$13K	Hold	200	–	–	﹤0.01%	1007
2017 Q4	$13K	Hold	200	–	–	﹤0.01%	994
2017 Q3	$12K	Buy	+200	New	+$11.9K	﹤0.01%	993

Other funds holding IXUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Whittier Trust's IXUS Position: Q1 2025 in Review

Whittier Trust sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q1 2025, closing a stake of 93 shares — an estimated $6.15K sold.

Whittier Trust first reported a position in IXUS in Q3 2017 and held it in 13 quarters. The position peaked at $268K in Q2 2021. 797 funds tracked by Wall St. Rank hold IXUS as of Q1 2025.

Whittier Trust reported no remaining iShares Core MSCI Total International Stock ETF position as of Q1 2025 after selling out during the quarter.
Whittier Trust sold 93 iShares Core MSCI Total International Stock ETF shares in Q1 2025, an estimated $6.15K.
Whittier Trust first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2017 and held it in 13 quarters.
Whittier Trust's iShares Core MSCI Total International Stock ETF position peaked at $268K in Q2 2021.
797 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2025.

Based on Whittier Trust's 13F filing for Q1 2025, filed 2 May 2025.