Lehman & Derafelo Financial Resources’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q4	$1.59M	Sell	27,538 -304	-1%	-$17K	0.47%	32
2022 Q3	$1.42M	Sell	27,842 -342	-1%	-$19.4K	0.45%	32
2022 Q2	$1.61M	Sell	28,184 -603	-2%	-$37.1K	0.5%	29
2022 Q1	$1.92M	Sell	28,787 -216	-0.7%	-$14.7K	0.53%	25
2021 Q4	$2.06M	Buy	29,003 +224	+0.8%	+$16.1K	0.62%	26
2021 Q3	$2.04M	Sell	28,779 -6,716	-19%	-$489K	0.66%	27
2021 Q2	$2.6M	Buy	35,495 +3	+0%	+$220	0.71%	24
2021 Q1	$2.49M	Sell	35,492 -210	-0.6%	-$14.7K	0.7%	25
2020 Q4	$2.4M	Sell	35,702 -217	-0.6%	-$13.6K	0.72%	24
2020 Q3	$2.1M	Sell	35,919 -359	-1%	-$20.9K	0.67%	26
2020 Q2	$1.98M	Sell	36,278 -7,260	-17%	-$373K	0.69%	28
2020 Q1	$2.05M	Sell	43,538 -1,446	-3%	-$81.7K	0.85%	24
2019 Q4	$2.78M	Sell	44,984 -294	-0.6%	-$17.6K	1%	23
2019 Q3	$2.62M	Hold	45,278	–	–	1%	22
2019 Q2	$2.67M	Sell	45,278 -1,080	-2%	-$63K	1.09%	20
2019 Q1	$2.69M	Buy	46,358 +544	+1%	+$30.7K	1.16%	20
2018 Q4	$2.41M	Buy	+45,814	New	+$2.54M	1.2%	18

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Lehman & Derafelo Financial Resources's IXUS Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 1.1% in Q4 2022, selling an estimated $17K and leaving 27,538 shares worth $1.59M. The position accounts for 0.47% of the portfolio, ranked #32.

Lehman & Derafelo Financial Resources first reported a position in IXUS in Q4 2018 and has held it in 17 quarters since. The position peaked at $2.78M in Q4 2019. 641 funds tracked by Wall St. Rank hold IXUS as of Q4 2022.

Lehman & Derafelo Financial Resources held 27,538 shares of iShares Core MSCI Total International Stock ETF worth $1.59M as of Q4 2022.
Lehman & Derafelo Financial Resources sold 304 iShares Core MSCI Total International Stock ETF shares in Q4 2022, an estimated $17K.
iShares Core MSCI Total International Stock ETF made up 0.47% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #32 holding.
Lehman & Derafelo Financial Resources first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2018 and has held it in 17 quarters since.
Lehman & Derafelo Financial Resources's iShares Core MSCI Total International Stock ETF position peaked at $2.78M in Q4 2019.
641 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.