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Kore Private Wealth’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-75
Closed -$4K – 686
2020
Q2 		$4K Hold
75
– – ﹤0.01% 952
2020
Q1 		$4K Hold
75
– – ﹤0.01% 838
2019
Q4 		$5K Buy
+75
New +$4.49K ﹤0.01% 856

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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Kore Private Wealth's IXUS Position: Q3 2020 in Review

Kore Private Wealth sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q3 2020, closing a stake of 75 shares — an estimated $4K sold.

Kore Private Wealth first reported a position in IXUS in Q4 2019 and held it in 3 quarters. The position peaked at $5K in Q4 2019. 389 funds tracked by Wall St. Rank hold IXUS as of Q3 2020.

  • Kore Private Wealth reported no remaining iShares Core MSCI Total International Stock ETF position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 75 iShares Core MSCI Total International Stock ETF shares in Q3 2020, an estimated $4K.
  • Kore Private Wealth first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2019 and held it in 3 quarters.
  • Kore Private Wealth's iShares Core MSCI Total International Stock ETF position peaked at $5K in Q4 2019.
  • 389 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.