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

Regent Peak 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	–	Sell	-2,933	Closed	-$208K	–	168
2021 Q4	$208K	Buy	2,933 +53	+2%	+$3.81K	0.06%	160
2021 Q3	$204K	Hold	2,880	–	–	0.06%	163
2021 Q2	$209K	Buy	+2,880	New	+$211K	0.06%	162

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 $16.5B AUM 19.94% 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

Regent Peak Wealth Advisors's IXUS Position: Q1 2022 in Review

Regent Peak Wealth Advisors sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q1 2022, closing a stake of 2,933 shares — an estimated $208K sold.

Regent Peak Wealth Advisors first reported a position in IXUS in Q2 2021 and held it in 3 quarters. The position peaked at $209K in Q2 2021. 597 funds tracked by Wall St. Rank hold IXUS as of Q1 2022.

Regent Peak Wealth Advisors reported no remaining iShares Core MSCI Total International Stock ETF position as of Q1 2022 after selling out during the quarter.
Regent Peak Wealth Advisors sold 2,933 iShares Core MSCI Total International Stock ETF shares in Q1 2022, an estimated $208K.
Regent Peak Wealth Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2021 and held it in 3 quarters.
Regent Peak Wealth Advisors's iShares Core MSCI Total International Stock ETF position peaked at $209K in Q2 2021.
597 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2022.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2022, filed 3 May 2022.