CGFA
IXUS icon

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

Colton Groome 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
2022
Q2 		– Sell
-31,226
Closed -$2.08M – 115
2022
Q1 		$2.08M Sell
31,226
-98,203
-76% -$6.66M 0.96% 26
2021
Q4 		$9.18M Buy
+129,429
New +$9.3M 3.73% 7

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Colton Groome Financial Advisors's IXUS Position: Q2 2022 in Review

Colton Groome Financial Advisors sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q2 2022, closing a stake of 31,226 shares — an estimated $2.08M sold.

Colton Groome Financial Advisors first reported a position in IXUS in Q4 2021 and held it in 2 quarters. The position peaked at $9.18M in Q4 2021. 590 funds tracked by Wall St. Rank hold IXUS as of Q2 2022.

  • Colton Groome Financial Advisors reported no remaining iShares Core MSCI Total International Stock ETF position as of Q2 2022 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 31,226 iShares Core MSCI Total International Stock ETF shares in Q2 2022, an estimated $2.08M.
  • Colton Groome Financial Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2021 and held it in 2 quarters.
  • Colton Groome Financial Advisors's iShares Core MSCI Total International Stock ETF position peaked at $9.18M in Q4 2021.
  • 590 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2022.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.