LifePlan Financial Group’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

LifePlan Financial Group’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
2020 Q3	$3K	Hold	50	–	–	﹤0.01%	511
2020 Q2	$3K	Hold	50	–	–	﹤0.01%	513
2020 Q1	$2K	Hold	50	–	–	﹤0.01%	507
2019 Q4	$3K	Hold	50	–	–	﹤0.01%	498
2019 Q3	$3K	Hold	50	–	–	﹤0.01%	495
2019 Q2	$3K	Hold	50	–	–	﹤0.01%	493
2019 Q1	$3K	Hold	50	–	–	﹤0.01%	493
2018 Q4	$3K	Hold	50	–	–	﹤0.01%	478
2018 Q3	$3K	Hold	50	–	–	﹤0.01%	482
2018 Q2	$3K	Hold	50	–	–	﹤0.01%	464
2018 Q1	$3K	Buy	+50	New	+$3.22K	﹤0.01%	448

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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

LifePlan Financial Group's IXUS Position: Q3 2020 in Review

LifePlan Financial Group held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q3 2020 at 50 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

LifePlan Financial Group first reported a position in IXUS in Q1 2018 and has held it in 11 quarters since. 389 funds tracked by Wall St. Rank hold IXUS as of Q3 2020.

LifePlan Financial Group held 50 shares of iShares Core MSCI Total International Stock ETF worth $3K as of Q3 2020.
LifePlan Financial Group left its iShares Core MSCI Total International Stock ETF share count unchanged in Q3 2020.
iShares Core MSCI Total International Stock ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #511 holding.
LifePlan Financial Group first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2018 and has held it in 11 quarters since.
389 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.