GM Advisory Group’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

GM Advisory Group’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 Q4	–	Sell	-4,250	Closed	-$255K	–	206
2023 Q3	$255K	Hold	4,250	–	–	0.02%	167
2023 Q2	$266K	Hold	4,250	–	–	0.02%	164
2023 Q1	$263K	Hold	4,250	–	–	0.02%	162
2022 Q4	$246K	Hold	4,250	–	–	0.03%	156
2022 Q3	$216K	Hold	4,250	–	–	0.03%	164
2022 Q2	$242K	Hold	4,250	–	–	0.04%	155
2022 Q1	$283K	Hold	4,250	–	–	0.03%	160
2021 Q4	$301K	Hold	4,250	–	–	0.03%	159
2021 Q3	$302K	Hold	4,250	–	–	0.03%	160
2021 Q2	$312K	Hold	4,250	–	–	0.03%	156
2021 Q1	$299K	Hold	4,250	–	–	0.04%	154
2020 Q4	$286K	Buy	+4,250	New	+$267K	0.04%	140

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

Morgan Stanley New York $1.66T AUM 25.57% 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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GM Advisory Group's IXUS Position: Q4 2023 in Review

GM Advisory Group sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q4 2023, closing a stake of 4,250 shares — an estimated $255K sold.

GM Advisory Group first reported a position in IXUS in Q4 2020 and held it in 12 quarters. The position peaked at $312K in Q2 2021. 715 funds tracked by Wall St. Rank hold IXUS as of Q4 2023.

GM Advisory Group reported no remaining iShares Core MSCI Total International Stock ETF position as of Q4 2023 after selling out during the quarter.
GM Advisory Group sold 4,250 iShares Core MSCI Total International Stock ETF shares in Q4 2023, an estimated $255K.
GM Advisory Group first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2020 and held it in 12 quarters.
GM Advisory Group's iShares Core MSCI Total International Stock ETF position peaked at $312K in Q2 2021.
715 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2023.

Based on GM Advisory Group's 13F filing for Q4 2023, filed 12 Feb 2024.