HGWM
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Harvest Group Wealth Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Harvest Group Wealth 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 		$9.35M Buy
150,873
+5,538
+4% +$339K 5.81% 3
2022
Q4 		$8.41M Buy
145,335
+831
+0.6% +$46.4K 5.52% 4
2022
Q3 		$7.56M Buy
144,504
+5,800
+4% +$329K 5.03% 5
2022
Q2 		$8.14M Sell
138,704
-7,571
-5% -$466K 5.02% 5
2022
Q1 		$9.74M Buy
+146,275
New +$9.92M 5.54% 4

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return