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

BerganKDV 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
2023 Q2	–	Sell	-52	Closed	-$3.22K	–	972
2023 Q1	$3.22K	Hold	52	–	–	﹤0.01%	761
2022 Q4	$3.01K	Hold	52	–	–	﹤0.01%	753
2022 Q3	$3K	Hold	52	–	–	﹤0.01%	760
2022 Q2	$3K	Hold	52	–	–	﹤0.01%	774
2022 Q1	$3K	Sell	52 -895	-95%	-$60.7K	﹤0.01%	807
2021 Q4	$67K	Buy	+947	New	+$68.1K	0.01%	383

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

BerganKDV Wealth Management's IXUS Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q2 2023, closing a stake of 52 shares — an estimated $3.22K sold.

BerganKDV Wealth Management first reported a position in IXUS in Q4 2021 and held it in 6 quarters. The position peaked at $67K in Q4 2021. 648 funds tracked by Wall St. Rank hold IXUS as of Q2 2023.

BerganKDV Wealth Management reported no remaining iShares Core MSCI Total International Stock ETF position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 52 iShares Core MSCI Total International Stock ETF shares in Q2 2023, an estimated $3.22K.
BerganKDV Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2021 and held it in 6 quarters.
BerganKDV Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $67K in Q4 2021.
648 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.