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Center for Financial Planning’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Center for Financial Planning’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
-783
Closed -$48.5K – 580
2023
Q1 		$48.5K Buy
+783
New +$47.9K 0.01% 220
2021
Q2 		– Sell
-190
Closed -$13K – 522
2021
Q1 		$13K Buy
+190
New +$13.3K ﹤0.01% 352

Other funds holding IXUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 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
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
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Center for Financial Planning's IXUS Position: Q2 2023 in Review

Center for Financial Planning sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q2 2023, closing a stake of 783 shares — an estimated $48.5K sold.

Center for Financial Planning first reported a position in IXUS in Q1 2021 and held it in 2 quarters. The position peaked at $48.5K in Q1 2023. 648 funds tracked by Wall St. Rank hold IXUS as of Q2 2023.

  • Center for Financial Planning reported no remaining iShares Core MSCI Total International Stock ETF position as of Q2 2023 after selling out during the quarter.
  • Center for Financial Planning sold 783 iShares Core MSCI Total International Stock ETF shares in Q2 2023, an estimated $48.5K.
  • Center for Financial Planning first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2021 and held it in 2 quarters.
  • Center for Financial Planning's iShares Core MSCI Total International Stock ETF position peaked at $48.5K in Q1 2023.
  • 648 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2023.

Based on Center for Financial Planning's 13F filing for Q2 2023, filed 9 Aug 2023.