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Lake Point Wealth Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Lake Point 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
2021
Q3 		– Sell
-900
Closed -$66K – 431
2021
Q2 		$66K Buy
+900
New +$65.9K 0.03% 54

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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 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
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
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lake Point Wealth Management's IXUS Position: Q3 2021 in Review

Lake Point Wealth Management sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q3 2021, closing a stake of 900 shares — an estimated $66K sold.

Lake Point Wealth Management first reported a position in IXUS in Q2 2021 and held it in 1 quarter. The position peaked at $66K in Q2 2021. 522 funds tracked by Wall St. Rank hold IXUS as of Q3 2021.

  • Lake Point Wealth Management reported no remaining iShares Core MSCI Total International Stock ETF position as of Q3 2021 after selling out during the quarter.
  • Lake Point Wealth Management sold 900 iShares Core MSCI Total International Stock ETF shares in Q3 2021, an estimated $66K.
  • Lake Point Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2021 and held it in 1 quarter.
  • Lake Point Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $66K in Q2 2021.
  • 522 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2021.

Based on Lake Point Wealth Management's 13F filing for Q3 2021, filed 21 Oct 2021.