Lenox Wealth Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Lenox Wealth Advisors’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 Q1	$21K	Hold	319	–	–	﹤0.01%	371
2021 Q4	$23K	Buy	319 +6	+2%	+$431	﹤0.01%	369
2021 Q3	$22K	Hold	313	–	–	﹤0.01%	343
2021 Q2	$23K	Buy	313 +4	+1%	+$293	﹤0.01%	335
2021 Q1	$22K	Hold	309	–	–	﹤0.01%	299
2020 Q4	$21K	Buy	309 +3	+1%	+$188	﹤0.01%	308
2020 Q3	$18K	Sell	306 -695	-69%	-$40.5K	﹤0.01%	299
2020 Q2	$55K	Buy	1,001 +3	+0.3%	+$154	0.01%	152
2020 Q1	$47K	Hold	998	–	–	0.01%	144
2019 Q4	$62K	Buy	998 +4	+0.4%	+$240	0.01%	153
2019 Q3	$57K	Buy	994 +695	+232%	+$39.9K	0.01%	145
2019 Q2	$18K	Buy	299 +5	+2%	+$291	﹤0.01%	229
2019 Q1	$17K	Sell	294 -550	-65%	-$31.1K	﹤0.01%	222
2018 Q4	$44K	Buy	+844	New	+$46.8K	0.01%	130

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Lenox Wealth Advisors's IXUS Position: Q1 2022 in Review

Lenox Wealth Advisors held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q1 2022 at 319 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Lenox Wealth Advisors first reported a position in IXUS in Q4 2018 and has held it in 14 quarters since. The position peaked at $62K in Q4 2019. 597 funds tracked by Wall St. Rank hold IXUS as of Q1 2022.

Lenox Wealth Advisors held 319 shares of iShares Core MSCI Total International Stock ETF worth $21K as of Q1 2022.
Lenox Wealth Advisors left its iShares Core MSCI Total International Stock ETF share count unchanged in Q1 2022.
iShares Core MSCI Total International Stock ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #371 holding.
Lenox Wealth Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2018 and has held it in 14 quarters since.
Lenox Wealth Advisors's iShares Core MSCI Total International Stock ETF position peaked at $62K in Q4 2019.
597 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.