BFA
IXUS icon

Beaumont Financial Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Beaumont Financial 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
Q3 		– Sell
-12,565
Closed -$737K – 284
2019
Q2 		$737K Buy
+12,565
New +$732K 0.08% 133
2016
Q1 		– Sell
-83,475
Closed -$4.13M – 142
2015
Q4 		$4.13M Buy
+83,475
New +$4.26M 0.68% 51

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
SFA
Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

Beaumont Financial Advisors's IXUS Position: Q3 2019 in Review

Beaumont Financial Advisors sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q3 2019, closing a stake of 12,565 shares — an estimated $737K sold.

Beaumont Financial Advisors first reported a position in IXUS in Q4 2015 and held it in 2 quarters. The position peaked at $4.13M in Q4 2015. 335 funds tracked by Wall St. Rank hold IXUS as of Q3 2019.

  • Beaumont Financial Advisors reported no remaining iShares Core MSCI Total International Stock ETF position as of Q3 2019 after selling out during the quarter.
  • Beaumont Financial Advisors sold 12,565 iShares Core MSCI Total International Stock ETF shares in Q3 2019, an estimated $737K.
  • Beaumont Financial Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2015 and held it in 2 quarters.
  • Beaumont Financial Advisors's iShares Core MSCI Total International Stock ETF position peaked at $4.13M in Q4 2015.
  • 335 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2019.

Based on Beaumont Financial Advisors's 13F filing for Q3 2019, filed 6 Nov 2019.