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

Argent 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
2020
Q2 		$536K Sell
9,069
-1,707
-16% -$87.8K 0.09% 108
2020
Q1 		$509K Sell
10,776
-12,861
-54% -$727K 0.1% 101
2019
Q4 		$1.46M Buy
+23,637
New +$1.42M 0.25% 66

Other funds holding IXUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
B
Brightworth Atlanta, Georgia $933M AUM 15.08% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Argent Wealth Management's IXUS Position: Q2 2020 in Review

Argent Wealth Management reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 16% in Q2 2020, selling an estimated $87.8K and leaving 9,069 shares worth $536K. The position accounts for 0.09% of the portfolio, ranked #108.

Argent Wealth Management first reported a position in IXUS in Q4 2019 and has held it in 3 quarters since. The position peaked at $1.46M in Q4 2019. 372 funds tracked by Wall St. Rank hold IXUS as of Q2 2020.

  • Argent Wealth Management held 9,069 shares of iShares Core MSCI Total International Stock ETF worth $536K as of Q2 2020.
  • Argent Wealth Management sold 1,707 iShares Core MSCI Total International Stock ETF shares in Q2 2020, an estimated $87.8K.
  • iShares Core MSCI Total International Stock ETF made up 0.09% of Argent Wealth Management's portfolio in Q2 2020, its #108 holding.
  • Argent Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2019 and has held it in 3 quarters since.
  • Argent Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $1.46M in Q4 2019.
  • 372 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.