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Windsor Advisory Group’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Windsor Advisory Group’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
-2,584
Closed -$171K – 63
2024
Q4 		$171K Buy
+2,584
New +$179K 0.2% 52
2023
Q1 		– Sell
-5,240
Closed -$303K – 73
2022
Q4 		$303K Buy
+5,240
New +$292K 0.8% 36

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Windsor Advisory Group's IXUS Position: Q1 2025 in Review

Windsor Advisory Group sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q1 2025, closing a stake of 2,584 shares — an estimated $171K sold.

Windsor Advisory Group first reported a position in IXUS in Q4 2022 and held it in 2 quarters. The position peaked at $303K in Q4 2022. 795 funds tracked by Wall St. Rank hold IXUS as of Q1 2025.

  • Windsor Advisory Group reported no remaining iShares Core MSCI Total International Stock ETF position as of Q1 2025 after selling out during the quarter.
  • Windsor Advisory Group sold 2,584 iShares Core MSCI Total International Stock ETF shares in Q1 2025, an estimated $171K.
  • Windsor Advisory Group first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and held it in 2 quarters.
  • Windsor Advisory Group's iShares Core MSCI Total International Stock ETF position peaked at $303K in Q4 2022.
  • 795 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2025.

Based on Windsor Advisory Group's 13F filing for Q1 2025, filed 15 May 2025.