Advus Financial Partners, LLC’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Advus Financial Partners, LLC’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 Q4	–	Sell	-15,941	Closed	-$812K	–	151
2022 Q3	$812K	Buy	15,941 +10,720	+205%	+$608K	0.43%	38
2022 Q2	$298K	Sell	5,221 -1,495	-22%	-$92K	0.16%	90
2022 Q1	$447K	Buy	+6,716	New	+$456K	0.23%	66
2021 Q3	$475K	Buy	+6,691	New	+$488K	0.26%	45

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

Jane Street New York $1.21T AUM 78.12% 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

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

DADC

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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

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

Advus Financial Partners, LLC's IXUS Position: Q4 2022 in Review

Advus Financial Partners, LLC sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q4 2022, closing a stake of 15,941 shares — an estimated $812K sold.

Advus Financial Partners, LLC first reported a position in IXUS in Q3 2021 and held it in 4 quarters. The position peaked at $812K in Q3 2022. 642 funds tracked by Wall St. Rank hold IXUS as of Q4 2022.

Advus Financial Partners, LLC reported no remaining iShares Core MSCI Total International Stock ETF position as of Q4 2022 after selling out during the quarter.
Advus Financial Partners, LLC sold 15,941 iShares Core MSCI Total International Stock ETF shares in Q4 2022, an estimated $812K.
Advus Financial Partners, LLC first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2021 and held it in 4 quarters.
Advus Financial Partners, LLC's iShares Core MSCI Total International Stock ETF position peaked at $812K in Q3 2022.
642 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2022.

Based on Advus Financial Partners, LLC's 13F filing for Q4 2022, filed 25 Aug 2026.