BDO Wealth Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$14.7M	Buy	235,049 +5,317	+2%	+$333K	1.69%	13
2023 Q1	$14.2M	Sell	229,732 -6,802	-3%	-$417K	1.75%	12
2022 Q4	$13.7M	Sell	236,534 -159,478	-40%	-$8.9M	1.7%	13
2022 Q3	$20.2M	Buy	396,012 +11,169	+3%	+$633K	2.68%	9
2022 Q2	$21.9M	Sell	384,843 -18,910	-5%	-$1.16M	2.7%	10
2022 Q1	$26.9M	Buy	403,753 +65,410	+19%	+$4.44M	2.87%	10
2021 Q4	$24M	Buy	338,343 +8,642	+3%	+$621K	2.54%	12
2021 Q3	$23.4M	Buy	329,701 +10,787	+3%	+$786K	2.58%	11
2021 Q2	$23.4M	Buy	318,914 +24,391	+8%	+$1.79M	2.59%	11
2021 Q1	$20.7M	Buy	294,523 +13,182	+5%	+$925K	2.44%	10
2020 Q4	$18.9M	Buy	281,341 +5,391	+2%	+$339K	2.66%	11
2020 Q3	$16.1M	Buy	275,950 +2,388	+0.9%	+$139K	2.62%	11
2020 Q2	$14.9M	Sell	273,562 -4,653	-2%	-$239K	2.62%	10
2020 Q1	$13.1M	Buy	+278,215	New	+$15.7M	2.64%	11
2019 Q2	–	Sell	-112	Closed	-$7K	–	649
2019 Q1	$7K	Buy	+112	New	+$6.33K	﹤0.01%	450

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 $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

AHSSHC

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

BDO Wealth Advisors's IXUS Position: Q2 2023 in Review

BDO Wealth Advisors increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 2.3% in Q2 2023, buying an estimated $333K and bringing the position to 235,049 shares worth $14.7M. The position accounts for 1.69% of the portfolio, ranked #13.

BDO Wealth Advisors first reported a position in IXUS in Q1 2019 and has held it in 15 quarters since. The position peaked at $26.9M in Q1 2022. 648 funds tracked by Wall St. Rank hold IXUS as of Q2 2023.

BDO Wealth Advisors held 235,049 shares of iShares Core MSCI Total International Stock ETF worth $14.7M as of Q2 2023.
BDO Wealth Advisors bought 5,317 iShares Core MSCI Total International Stock ETF shares in Q2 2023, an estimated $333K.
iShares Core MSCI Total International Stock ETF made up 1.69% of BDO Wealth Advisors's portfolio in Q2 2023, its #13 holding.
BDO Wealth Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2019 and has held it in 15 quarters since.
BDO Wealth Advisors's iShares Core MSCI Total International Stock ETF position peaked at $26.9M in Q1 2022.
648 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.