Meridian Financial Partners’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Meridian Financial Partners’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	–	Sell	-7,096	Closed	-$359K	–	52
2022 Q3	$359K	Sell	7,096 -28,348	-80%	-$1.61M	0.51%	33
2022 Q2	$2.07M	Sell	35,444 -22,825	-39%	-$1.41M	1.4%	19
2022 Q1	$3.88M	Buy	58,269 +660	+1%	+$44.8K	5.79%	5
2021 Q4	$4.06M	Buy	57,609 +201	+0.4%	+$14.4K	2.75%	11
2021 Q3	$4.13M	Sell	57,408 -686	-1%	-$50K	2.77%	11
2021 Q2	$4.15M	Buy	58,094 +3,985	+7%	+$292K	2.84%	9
2021 Q1	$3.88M	Buy	54,109 +1,509	+3%	+$106K	2.92%	8
2020 Q4	$3.71M	Buy	52,600 +2,095	+4%	+$132K	2.87%	9
2020 Q3	$2.98M	Buy	50,505 +765	+2%	+$44.6K	2.51%	10
2020 Q2	$2.83M	Buy	49,740 +2,018	+4%	+$104K	2.56%	10
2020 Q1	$2.33M	Buy	47,722 +3,188	+7%	+$180K	2.52%	9
2019 Q4	$2.76M	Buy	44,534 +2,416	+6%	+$145K	2.77%	9
2019 Q3	$2.37M	Buy	42,118 +2,380	+6%	+$137K	2.66%	9
2019 Q2	$2.35M	Buy	39,738 +473	+1%	+$27.6K	2.62%	9
2019 Q1	$2.35M	Buy	39,265 +484	+1%	+$27.4K	2.66%	9
2018 Q4	$2.04M	Buy	+38,781	New	+$2.15M	2.74%	9

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 $18.1B AUM 24.63% 1-Year Est. Return

AHSSHC

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

Meridian Financial Partners's IXUS Position: Q4 2022 in Review

Meridian Financial Partners sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q4 2022, closing a stake of 7,096 shares — an estimated $359K sold.

Meridian Financial Partners first reported a position in IXUS in Q4 2018 and held it in 16 quarters. The position peaked at $4.15M in Q2 2021. 641 funds tracked by Wall St. Rank hold IXUS as of Q4 2022.

Meridian Financial Partners reported no remaining iShares Core MSCI Total International Stock ETF position as of Q4 2022 after selling out during the quarter.
Meridian Financial Partners sold 7,096 iShares Core MSCI Total International Stock ETF shares in Q4 2022, an estimated $359K.
Meridian Financial Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2018 and held it in 16 quarters.
Meridian Financial Partners's iShares Core MSCI Total International Stock ETF position peaked at $4.15M in Q2 2021.
641 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2022.

Based on Meridian Financial Partners's 13F filing for Q4 2022, filed 20 Jan 2023.