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Laurel Wealth Advisors (California)’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		– Sell
-2,932
Closed -$208K – 773
2021
Q3 		$208K Sell
2,932
-2,869
-49% -$209K 0.04% 436
2021
Q2 		$426K Buy
5,801
+2,902
+100% +$212K 0.06% 314
2021
Q1 		$204K Buy
+2,899
New +$203K 0.03% 444

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Laurel Wealth Advisors (California)'s IXUS Position: Q4 2021 in Review

Laurel Wealth Advisors (California) sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q4 2021, closing a stake of 2,932 shares — an estimated $208K sold.

Laurel Wealth Advisors (California) first reported a position in IXUS in Q1 2021 and held it in 3 quarters. The position peaked at $426K in Q2 2021. 603 funds tracked by Wall St. Rank hold IXUS as of Q4 2021.

  • Laurel Wealth Advisors (California) reported no remaining iShares Core MSCI Total International Stock ETF position as of Q4 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 2,932 iShares Core MSCI Total International Stock ETF shares in Q4 2021, an estimated $208K.
  • Laurel Wealth Advisors (California) first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2021 and held it in 3 quarters.
  • Laurel Wealth Advisors (California)'s iShares Core MSCI Total International Stock ETF position peaked at $426K in Q2 2021.
  • 603 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2021.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2021, filed 14 Feb 2022.