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

Second Half 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
2023
Q3 		– Sell
-5,090
Closed -$319K – 92
2023
Q2 		$319K Buy
+5,090
New +$319K 0.07% 123

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
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Second Half Financial Partners's IXUS Position: Q3 2023 in Review

Second Half Financial Partners sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q3 2023, closing a stake of 5,090 shares — an estimated $319K sold.

Second Half Financial Partners first reported a position in IXUS in Q2 2023 and held it in 1 quarter. The position peaked at $319K in Q2 2023. 652 funds tracked by Wall St. Rank hold IXUS as of Q3 2023.

  • Second Half Financial Partners reported no remaining iShares Core MSCI Total International Stock ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 5,090 iShares Core MSCI Total International Stock ETF shares in Q3 2023, an estimated $319K.
  • Second Half Financial Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's iShares Core MSCI Total International Stock ETF position peaked at $319K in Q2 2023.
  • 652 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.