L.J. Altfest & Co’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

L.J. Altfest & Co’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
2021 Q1	–	Sell	-5,079	Closed	-$341K	–	284
2020 Q4	$341K	Buy	5,079 +53	+1%	+$3.33K	0.08%	182
2020 Q3	$293K	Hold	5,026	–	–	0.08%	172
2020 Q2	$274K	Buy	5,026 +48	+1%	+$2.47K	0.08%	167
2020 Q1	$234K	Sell	4,978 -1,870	-27%	-$106K	0.07%	161
2019 Q4	$424K	Buy	+6,848	New	+$410K	0.11%	119

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

L.J. Altfest & Co's IXUS Position: Q1 2021 in Review

L.J. Altfest & Co sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q1 2021, closing a stake of 5,079 shares — an estimated $341K sold.

L.J. Altfest & Co first reported a position in IXUS in Q4 2019 and held it in 5 quarters. The position peaked at $424K in Q4 2019. 486 funds tracked by Wall St. Rank hold IXUS as of Q1 2021.

L.J. Altfest & Co reported no remaining iShares Core MSCI Total International Stock ETF position as of Q1 2021 after selling out during the quarter.
L.J. Altfest & Co sold 5,079 iShares Core MSCI Total International Stock ETF shares in Q1 2021, an estimated $341K.
L.J. Altfest & Co first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2019 and held it in 5 quarters.
L.J. Altfest & Co's iShares Core MSCI Total International Stock ETF position peaked at $424K in Q4 2019.
486 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2021.

Based on L.J. Altfest & Co's 13F filing for Q1 2021, filed 7 May 2021.