H&H Retirement Design & Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

H&H Retirement Design & Management’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 Q1	–	Sell	-8,342	Closed	-$519K	–	79
2022 Q4	$519K	Sell	8,342 -451	-5%	-$25.2K	0.44%	40
2022 Q3	$445K	Buy	8,793 +921	+12%	+$52.2K	0.42%	43
2022 Q2	$459K	Buy	+7,872	New	+$485K	0.34%	48

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

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

H&H Retirement Design & Management's IXUS Position: Q1 2023 in Review

H&H Retirement Design & Management sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q1 2023, closing a stake of 8,342 shares — an estimated $519K sold.

H&H Retirement Design & Management first reported a position in IXUS in Q2 2022 and held it in 3 quarters. The position peaked at $519K in Q4 2022. 639 funds tracked by Wall St. Rank hold IXUS as of Q1 2023.

H&H Retirement Design & Management reported no remaining iShares Core MSCI Total International Stock ETF position as of Q1 2023 after selling out during the quarter.
H&H Retirement Design & Management sold 8,342 iShares Core MSCI Total International Stock ETF shares in Q1 2023, an estimated $519K.
H&H Retirement Design & Management first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2022 and held it in 3 quarters.
H&H Retirement Design & Management's iShares Core MSCI Total International Stock ETF position peaked at $519K in Q4 2022.
639 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2023.

Based on H&H Retirement Design & Management's 13F filing for Q1 2023, filed 17 Apr 2023.