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Laurel Wealth Planning’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Laurel Wealth Planning’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
Q2 		– Sell
-226
Closed -$16K – 137
2021
Q1 		$16K Hold
226
– – 0.01% 84
2020
Q4 		$15K Buy
+226
New +$14.2K 0.01% 74

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
Envestnet Asset Management
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
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
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

Laurel Wealth Planning's IXUS Position: Q2 2021 in Review

Laurel Wealth Planning sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q2 2021, closing a stake of 226 shares — an estimated $16K sold.

Laurel Wealth Planning first reported a position in IXUS in Q4 2020 and held it in 2 quarters. The position peaked at $16K in Q1 2021. 511 funds tracked by Wall St. Rank hold IXUS as of Q2 2021.

  • Laurel Wealth Planning reported no remaining iShares Core MSCI Total International Stock ETF position as of Q2 2021 after selling out during the quarter.
  • Laurel Wealth Planning sold 226 iShares Core MSCI Total International Stock ETF shares in Q2 2021, an estimated $16K.
  • Laurel Wealth Planning first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2020 and held it in 2 quarters.
  • Laurel Wealth Planning's iShares Core MSCI Total International Stock ETF position peaked at $16K in Q1 2021.
  • 511 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2021.

Based on Laurel Wealth Planning's 13F filing for Q2 2021, filed 9 Aug 2021.