Freedman Financial Associates’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Freedman Financial Associates’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	-289	Closed	-$20K	–	216
2022 Q1	$20K	Hold	289	–	–	0.01%	296
2021 Q4	$21K	Hold	289	–	–	0.01%	284
2021 Q3	$21K	Hold	289	–	–	0.02%	287
2021 Q2	$21K	Hold	289	–	–	0.02%	284
2021 Q1	$20K	Hold	289	–	–	0.02%	289
2020 Q4	$19K	Buy	+289	New	+$18.2K	0.02%	295

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

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

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

Freedman Financial Associates's IXUS Position: Q2 2022 in Review

Freedman Financial Associates sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q2 2022, closing a stake of 289 shares — an estimated $20K sold.

Freedman Financial Associates first reported a position in IXUS in Q4 2020 and held it in 6 quarters. The position peaked at $21K in Q4 2021. 590 funds tracked by Wall St. Rank hold IXUS as of Q2 2022.

Freedman Financial Associates reported no remaining iShares Core MSCI Total International Stock ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 289 iShares Core MSCI Total International Stock ETF shares in Q2 2022, an estimated $20K.
Freedman Financial Associates first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's iShares Core MSCI Total International Stock ETF position peaked at $21K in Q4 2021.
590 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.