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Beacon Investment Advisory Services’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Beacon Investment Advisory Services’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
Q1 		– Sell
-9,866
Closed -$571K – 285
2022
Q4 		$571K Buy
+9,866
New +$551K 0.03% 177

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AA
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Beacon Investment Advisory Services's IXUS Position: Q1 2023 in Review

Beacon Investment Advisory Services sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q1 2023, closing a stake of 9,866 shares — an estimated $571K sold.

Beacon Investment Advisory Services first reported a position in IXUS in Q4 2022 and held it in 1 quarter. The position peaked at $571K in Q4 2022. 639 funds tracked by Wall St. Rank hold IXUS as of Q1 2023.

  • Beacon Investment Advisory Services reported no remaining iShares Core MSCI Total International Stock ETF position as of Q1 2023 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 9,866 iShares Core MSCI Total International Stock ETF shares in Q1 2023, an estimated $571K.
  • Beacon Investment Advisory Services first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and held it in 1 quarter.
  • Beacon Investment Advisory Services's iShares Core MSCI Total International Stock ETF position peaked at $571K in Q4 2022.
  • 639 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2023.

Based on Beacon Investment Advisory Services's 13F filing for Q1 2023, filed 4 May 2023.