Level Four Financial’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Level Four Financial’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	$292K	Hold	4,113	–	–	0.13%	209
2021 Q2	$301K	Sell	4,113 -66	-2%	-$4.83K	0.13%	217
2021 Q1	$294K	Sell	4,179 -1	-0%	-$70	0.14%	200
2020 Q4	$281K	Buy	+4,180	New	+$263K	0.12%	220

Other funds holding IXUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DADC

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Level Four Financial's IXUS Position: Q3 2021 in Review

Level Four Financial held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q3 2021 at 4,113 shares worth $292K. The position accounts for 0.13% of the portfolio, ranked #209.

Level Four Financial first reported a position in IXUS in Q4 2020 and has held it in 4 quarters since. The position peaked at $301K in Q2 2021. 523 funds tracked by Wall St. Rank hold IXUS as of Q3 2021.

Level Four Financial held 4,113 shares of iShares Core MSCI Total International Stock ETF worth $292K as of Q3 2021.
Level Four Financial left its iShares Core MSCI Total International Stock ETF share count unchanged in Q3 2021.
iShares Core MSCI Total International Stock ETF made up 0.13% of Level Four Financial's portfolio in Q3 2021, its #209 holding.
Level Four Financial first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2020 and has held it in 4 quarters since.
Level Four Financial's iShares Core MSCI Total International Stock ETF position peaked at $301K in Q2 2021.
523 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.