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

Beacon Pointe 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
2019
Q4 		$445K Sell
7,189
-2,929
-29% -$176K 0.08% 169
2019
Q3 		$585K Buy
+10,118
New +$581K 0.12% 142

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
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
GBA
Global Beta Advisors Philadelphia, Pennsylvania $25K AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Beacon Pointe Wealth Advisors's IXUS Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 29% in Q4 2019, selling an estimated $176K and leaving 7,189 shares worth $445K. The position accounts for 0.08% of the portfolio, ranked #169.

Beacon Pointe Wealth Advisors first reported a position in IXUS in Q3 2019 and has held it in 2 quarters since. The position peaked at $585K in Q3 2019. 393 funds tracked by Wall St. Rank hold IXUS as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 7,189 shares of iShares Core MSCI Total International Stock ETF worth $445K as of Q4 2019.
  • Beacon Pointe Wealth Advisors sold 2,929 iShares Core MSCI Total International Stock ETF shares in Q4 2019, an estimated $176K.
  • iShares Core MSCI Total International Stock ETF made up 0.08% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #169 holding.
  • Beacon Pointe Wealth Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2019 and has held it in 2 quarters since.
  • Beacon Pointe Wealth Advisors's iShares Core MSCI Total International Stock ETF position peaked at $585K in Q3 2019.
  • 393 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.