Briggs Advisory Group’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Briggs Advisory Group’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 Q3	$2.05M	Sell	34,135 -75	-0.2%	-$4.68K	1.17%	16
2023 Q2	$2.14M	Sell	34,210 -933	-3%	-$58.4K	1.2%	17
2023 Q1	$2.18M	Sell	35,143 -285	-0.8%	-$17.5K	1.29%	16
2022 Q4	$2.05M	Buy	35,428 +8,586	+32%	+$479K	1.31%	16
2022 Q3	$1.37M	Sell	26,842 -6,820	-20%	-$387K	1.03%	17
2022 Q2	$1.92M	Buy	33,662 +4,896	+17%	+$301K	1.4%	12
2022 Q1	$1.92M	Sell	28,766 -7,152	-20%	-$485K	1.27%	12
2021 Q4	$2.55M	Buy	+35,918	New	+$2.58M	1.74%	10

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Briggs Advisory Group's IXUS Position: Q3 2023 in Review

Briggs Advisory Group reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.22% in Q3 2023, selling an estimated $4.68K and leaving 34,135 shares worth $2.05M. The position accounts for 1.17% of the portfolio, ranked #16.

Briggs Advisory Group first reported a position in IXUS in Q4 2021 and has held it in 8 quarters since. The position peaked at $2.55M in Q4 2021. 652 funds tracked by Wall St. Rank hold IXUS as of Q3 2023.

Briggs Advisory Group held 34,135 shares of iShares Core MSCI Total International Stock ETF worth $2.05M as of Q3 2023.
Briggs Advisory Group sold 75 iShares Core MSCI Total International Stock ETF shares in Q3 2023, an estimated $4.68K.
iShares Core MSCI Total International Stock ETF made up 1.17% of Briggs Advisory Group's portfolio in Q3 2023, its #16 holding.
Briggs Advisory Group first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2021 and has held it in 8 quarters since.
Briggs Advisory Group's iShares Core MSCI Total International Stock ETF position peaked at $2.55M in Q4 2021.
652 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.