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Greystone Financial Group’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Greystone Financial 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
Q3 		– Sell
-37,757
Closed -$2.36M – 117
2023
Q2 		$2.36M Buy
37,757
+11,857
+46% +$742K 0.55% 50
2023
Q1 		$1.6M Sell
25,900
-1,677
-6% -$103K 0.4% 47
2022
Q4 		$1.6M Sell
27,577
-1,733
-6% -$96.7K 0.47% 39
2022
Q3 		$1.49M Sell
29,310
-7,590
-21% -$430K 0.51% 41
2022
Q2 		$2.1M Buy
+36,900
New +$2.27M 0.66% 39

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
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Greystone Financial Group's IXUS Position: Q3 2023 in Review

Greystone Financial Group sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q3 2023, closing a stake of 37,757 shares — an estimated $2.36M sold.

Greystone Financial Group first reported a position in IXUS in Q2 2022 and held it in 5 quarters. The position peaked at $2.36M in Q2 2023. 652 funds tracked by Wall St. Rank hold IXUS as of Q3 2023.

  • Greystone Financial Group reported no remaining iShares Core MSCI Total International Stock ETF position as of Q3 2023 after selling out during the quarter.
  • Greystone Financial Group sold 37,757 iShares Core MSCI Total International Stock ETF shares in Q3 2023, an estimated $2.36M.
  • Greystone Financial Group first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2022 and held it in 5 quarters.
  • Greystone Financial Group's iShares Core MSCI Total International Stock ETF position peaked at $2.36M in Q2 2023.
  • 652 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2023.

Based on Greystone Financial Group's 13F filing for Q3 2023, filed 1 Nov 2023.