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Altium Wealth Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Altium Wealth Management’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
Q2 		$1.75M Sell
30,595
-808
-3% -$49.7K 0.13% 102
2022
Q1 		$2.09M Sell
31,403
-3,320
-10% -$225K 0.13% 86
2021
Q4 		$2.46M Buy
34,723
+839
+2% +$60.3K 0.16% 75
2021
Q3 		$2.41M Buy
33,884
+964
+3% +$70.3K 0.17% 68
2021
Q2 		$2.41M Buy
32,920
+2,158
+7% +$158K 0.18% 66
2021
Q1 		$2.16M Buy
30,762
+3,756
+14% +$263K 0.17% 68
2020
Q4 		$1.81M Buy
27,006
+1,319
+5% +$82.9K 0.16% 73
2020
Q3 		$1.5M Buy
25,687
+1,417
+6% +$82.6K 0.16% 77
2020
Q2 		$1.32M Buy
24,270
+487
+2% +$25K 0.15% 76
2020
Q1 		$1.12M Buy
23,783
+4,263
+22% +$241K 0.15% 74
2019
Q4 		$1.21M Buy
19,520
+1,382
+8% +$82.8K 0.14% 80
2019
Q3 		$1.05M Buy
18,138
+3,309
+22% +$190K 0.14% 89
2019
Q2 		$870K Buy
14,829
+3,368
+29% +$196K 0.13% 101
2019
Q1 		$666K Buy
11,461
+3,128
+38% +$177K 0.11% 132
2018
Q4 		$438K Buy
8,333
+1,227
+17% +$68.1K 0.08% 158
2018
Q3 		$429K Buy
7,106
+957
+16% +$57.6K 0.08% 172
2018
Q2 		$370K Buy
6,149
+1,015
+20% +$63.8K 0.1% 148
2018
Q1 		$324K Buy
5,134
+1,375
+37% +$88.5K 0.13% 118
2017
Q4 		$238K Buy
+3,759
New +$234K 0.11% 139

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Altium Wealth Management's IXUS Position: Q2 2022 in Review

Altium Wealth Management reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 2.6% in Q2 2022, selling an estimated $49.7K and leaving 30,595 shares worth $1.75M. The position accounts for 0.13% of the portfolio, ranked #102.

Altium Wealth Management first reported a position in IXUS in Q4 2017 and has held it in 19 quarters since. The position peaked at $2.46M in Q4 2021. 590 funds tracked by Wall St. Rank hold IXUS as of Q2 2022.

  • Altium Wealth Management held 30,595 shares of iShares Core MSCI Total International Stock ETF worth $1.75M as of Q2 2022.
  • Altium Wealth Management sold 808 iShares Core MSCI Total International Stock ETF shares in Q2 2022, an estimated $49.7K.
  • iShares Core MSCI Total International Stock ETF made up 0.13% of Altium Wealth Management's portfolio in Q2 2022, its #102 holding.
  • Altium Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2017 and has held it in 19 quarters since.
  • Altium Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $2.46M in Q4 2021.
  • 590 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.