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Caliber Wealth Management (Utah)’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Caliber Wealth Management (Utah)’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
2021
Q2 		– Sell
-3,842
Closed -$270K – 83
2021
Q1 		$270K Hold
3,842
– – 0.2% 69
2020
Q4 		$258K Buy
+3,842
New +$241K 0.25% 65

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AA
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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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Caliber Wealth Management (Utah)'s IXUS Position: Q2 2021 in Review

Caliber Wealth Management (Utah) sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q2 2021, closing a stake of 3,842 shares — an estimated $270K sold.

Caliber Wealth Management (Utah) first reported a position in IXUS in Q4 2020 and held it in 2 quarters. The position peaked at $270K in Q1 2021. 511 funds tracked by Wall St. Rank hold IXUS as of Q2 2021.

  • Caliber Wealth Management (Utah) reported no remaining iShares Core MSCI Total International Stock ETF position as of Q2 2021 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 3,842 iShares Core MSCI Total International Stock ETF shares in Q2 2021, an estimated $270K.
  • Caliber Wealth Management (Utah) first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2020 and held it in 2 quarters.
  • Caliber Wealth Management (Utah)'s iShares Core MSCI Total International Stock ETF position peaked at $270K in Q1 2021.
  • 511 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2021.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q2 2021, filed 22 Jul 2021.