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IFP Advisors’s iShares MSCI Kokusai Fund TOK Stock Holding History

IFP Advisors’s Portfolio TOK Stock Details TOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,620
Closed -$238K – 4351
2022
Q4 		$238K Hold
3,620
– – 0.01% 1269
2022
Q3 		$238K Hold
3,620
– – 0.01% 1306
2022
Q2 		$238K Hold
3,620
– – 0.01% 1189
2022
Q1 		$238K Buy
+3,620
New +$346K 0.01% 1189
2017
Q2 		– Sell
-3,100
Closed -$181K – 4212
2017
Q1 		$181K Hold
3,100
– – 0.01% 1169
2016
Q4 		$169K Buy
3,100
+2,100
+210% +$113K 0.01% 1137
2016
Q3 		$54K Hold
1,000
– – ﹤0.01% 1766
2016
Q2 		$52K Buy
+1,000
New +$52.4K ﹤0.01% 1743
2016
Q1 		– Sell
-1,000
Closed -$52K – 3362
2015
Q4 		$52K Buy
+1,000
New +$52.7K ﹤0.01% 1599

Other funds holding TOK

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MUAMU
Mitsubishi UFJ Asset Management (UK) London, United Kingdom $215M AUM 47.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

IFP Advisors's TOK Position: Q1 2023 in Review

IFP Advisors sold out of iShares MSCI Kokusai Fund (TOK) in Q1 2023, closing a stake of 3,620 shares — an estimated $238K sold.

IFP Advisors first reported a position in TOK in Q4 2015 and held it in 9 quarters. The position peaked at $238K in Q4 2022. 21 funds tracked by Wall St. Rank hold TOK as of Q1 2023.

  • IFP Advisors reported no remaining iShares MSCI Kokusai Fund position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 3,620 iShares MSCI Kokusai Fund shares in Q1 2023, an estimated $238K.
  • IFP Advisors first reported a position in iShares MSCI Kokusai Fund in Q4 2015 and held it in 9 quarters.
  • IFP Advisors's iShares MSCI Kokusai Fund position peaked at $238K in Q4 2022.
  • 21 funds tracked by Wall St. Rank held iShares MSCI Kokusai Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.