Focus Financial Network’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Focus Financial Network’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
2024 Q1	–	Sell	-6,855	Closed	-$452K	–	692
2023 Q4	$452K	Buy	+6,855	New	+$420K	0.02%	480
2022 Q2	–	Sell	-3,920	Closed	-$261K	–	503
2022 Q1	$261K	Buy	+3,920	New	+$266K	0.02%	431
2021 Q4	–	Sell	-4,288	Closed	-$304K	–	409
2021 Q3	$304K	Sell	4,288 -4,921	-53%	-$359K	0.04%	336
2021 Q2	$675K	Sell	9,209 -5,887	-39%	-$431K	0.09%	208
2021 Q1	$1.06M	Sell	15,096 -13,504	-47%	-$947K	0.12%	152
2020 Q4	$1.92M	Sell	28,600 -38,792	-58%	-$2.44M	0.17%	118
2020 Q3	$3.93M	Buy	67,392 +6,452	+11%	+$376K	0.37%	60
2020 Q2	$3.32M	Buy	60,940 +5,371	+10%	+$276K	0.37%	58
2020 Q1	$2.61M	Buy	55,569 +17,465	+46%	+$987K	0.35%	61
2019 Q4	$2.36M	Buy	38,104 +16,312	+75%	+$977K	0.29%	75
2019 Q3	$1.26M	Buy	21,792 +6,034	+38%	+$346K	0.17%	117
2019 Q2	$924K	Buy	15,758 +10,493	+199%	+$612K	0.14%	143
2019 Q1	$306K	Buy	+5,265	New	+$298K	0.05%	276

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

Jane Street New York $777B AUM 61.18% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Focus Financial Network's IXUS Position: Q1 2024 in Review

Focus Financial Network sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q1 2024, closing a stake of 6,855 shares — an estimated $452K sold.

Focus Financial Network first reported a position in IXUS in Q1 2019 and held it in 13 quarters. The position peaked at $3.93M in Q3 2020. 715 funds tracked by Wall St. Rank hold IXUS as of Q1 2024.

Focus Financial Network reported no remaining iShares Core MSCI Total International Stock ETF position as of Q1 2024 after selling out during the quarter.
Focus Financial Network sold 6,855 iShares Core MSCI Total International Stock ETF shares in Q1 2024, an estimated $452K.
Focus Financial Network first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2019 and held it in 13 quarters.
Focus Financial Network's iShares Core MSCI Total International Stock ETF position peaked at $3.93M in Q3 2020.
715 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2024.

Based on Focus Financial Network's 13F filing for Q1 2024, filed 24 Apr 2024.