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

AdvicePeriod’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
2021 Q2	$2.55M	Hold	34,783	–	–	0.17%	54
2021 Q1	$2.44M	Hold	34,783	–	–	0.17%	52
2020 Q4	$2.34M	Buy	34,783 +620	+2%	+$39K	0.18%	53
2020 Q3	$1.99M	Hold	34,163	–	–	0.18%	54
2020 Q2	$1.86M	Sell	34,163 -2,066	-6%	-$106K	0.2%	52
2020 Q1	$1.7M	Buy	+36,229	New	+$2.05M	0.18%	60

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 $424B AUM 22.94% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 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 $18.1B AUM 24.63% 1-Year Est. Return

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AdvicePeriod's IXUS Position: Q2 2021 in Review

AdvicePeriod held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q2 2021 at 34,783 shares worth $2.55M. The position accounts for 0.17% of the portfolio, ranked #54.

AdvicePeriod first reported a position in IXUS in Q1 2020 and has held it in 6 quarters since. 512 funds tracked by Wall St. Rank hold IXUS as of Q2 2021.

AdvicePeriod held 34,783 shares of iShares Core MSCI Total International Stock ETF worth $2.55M as of Q2 2021.
AdvicePeriod left its iShares Core MSCI Total International Stock ETF share count unchanged in Q2 2021.
iShares Core MSCI Total International Stock ETF made up 0.17% of AdvicePeriod's portfolio in Q2 2021, its #54 holding.
AdvicePeriod first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2020 and has held it in 6 quarters since.
512 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.