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

Summit Securities 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
2023
Q2 		– Sell
-14
Closed -$1K – 997
2023
Q1 		$1K Buy
+14
New +$857 ﹤0.01% 755

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
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
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

Summit Securities Group's IXUS Position: Q2 2023 in Review

Summit Securities Group sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q2 2023, closing a stake of 14 shares — an estimated $1K sold.

Summit Securities Group first reported a position in IXUS in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 648 funds tracked by Wall St. Rank hold IXUS as of Q2 2023.

  • Summit Securities Group reported no remaining iShares Core MSCI Total International Stock ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Securities Group sold 14 iShares Core MSCI Total International Stock ETF shares in Q2 2023, an estimated $1K.
  • Summit Securities Group first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2023 and held it in 1 quarter.
  • Summit Securities Group's iShares Core MSCI Total International Stock ETF position peaked at $1K in Q1 2023.
  • 648 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2023.

Based on Summit Securities Group's 13F filing for Q2 2023, filed 14 Aug 2023.