Kings Point Capital Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Kings Point Capital 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
2022 Q1	$21K	Hold	316	–	–	﹤0.01%	471
2021 Q4	$22K	Hold	316	–	–	﹤0.01%	523
2021 Q3	$22K	Hold	316	–	–	﹤0.01%	479
2021 Q2	$23K	Hold	316	–	–	﹤0.01%	446
2021 Q1	$22K	Hold	316	–	–	﹤0.01%	444
2020 Q4	$21K	Hold	316	–	–	﹤0.01%	414
2020 Q3	$18K	Hold	316	–	–	﹤0.01%	423
2020 Q2	$17K	Hold	316	–	–	﹤0.01%	385
2020 Q1	$15K	Hold	316	–	–	﹤0.01%	407
2019 Q4	$20K	Buy	316 +1	+0.3%	+$60	﹤0.01%	417
2019 Q3	$18K	Hold	315	–	–	﹤0.01%	412
2019 Q2	$18K	Sell	315 -150	-32%	-$8.74K	﹤0.01%	365
2019 Q1	$27K	Hold	465	–	–	0.01%	287
2018 Q4	$24K	Hold	465	–	–	0.01%	295
2018 Q3	$28K	Buy	465 +10	+2%	+$602	0.01%	294
2018 Q2	$27K	Hold	455	–	–	0.01%	294
2018 Q1	$29K	Hold	455	–	–	0.01%	287
2017 Q4	$29K	Buy	455 +150	+49%	+$9.32K	0.01%	284
2017 Q3	$19K	Buy	+305	New	+$18.1K	﹤0.01%	303

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

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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FTUS

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Kings Point Capital Management's IXUS Position: Q1 2022 in Review

Kings Point Capital Management held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q1 2022 at 316 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Kings Point Capital Management first reported a position in IXUS in Q3 2017 and has held it in 19 quarters since. The position peaked at $29K in Q1 2018. 597 funds tracked by Wall St. Rank hold IXUS as of Q1 2022.

Kings Point Capital Management held 316 shares of iShares Core MSCI Total International Stock ETF worth $21K as of Q1 2022.
Kings Point Capital Management left its iShares Core MSCI Total International Stock ETF share count unchanged in Q1 2022.
iShares Core MSCI Total International Stock ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #471 holding.
Kings Point Capital Management first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2017 and has held it in 19 quarters since.
Kings Point Capital Management's iShares Core MSCI Total International Stock ETF position peaked at $29K in Q1 2018.
597 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.