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

Retirement 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
2022
Q2 		– Sell
-335
Closed -$22K – 781
2022
Q1 		$22K Sell
335
-155
-32% -$10.5K 0.01% 324
2021
Q4 		$35K Buy
490
+100
+26% +$7.19K 0.02% 256
2021
Q3 		$28K Buy
390
+35
+10% +$2.55K 0.01% 273
2021
Q2 		$26K Buy
355
+255
+255% +$18.7K 0.01% 294
2021
Q1 		$7K Buy
+100
New +$7.01K ﹤0.01% 515

Other funds holding IXUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Retirement Group's IXUS Position: Q2 2022 in Review

Retirement Group sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q2 2022, closing a stake of 335 shares — an estimated $22K sold.

Retirement Group first reported a position in IXUS in Q1 2021 and held it in 5 quarters. The position peaked at $35K in Q4 2021. 590 funds tracked by Wall St. Rank hold IXUS as of Q2 2022.

  • Retirement Group reported no remaining iShares Core MSCI Total International Stock ETF position as of Q2 2022 after selling out during the quarter.
  • Retirement Group sold 335 iShares Core MSCI Total International Stock ETF shares in Q2 2022, an estimated $22K.
  • Retirement Group first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2021 and held it in 5 quarters.
  • Retirement Group's iShares Core MSCI Total International Stock ETF position peaked at $35K in Q4 2021.
  • 590 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2022.

Based on Retirement Group's 13F filing for Q2 2022, filed 4 Aug 2022.