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Bartlett & Co’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Bartlett & Co’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
2017
Q3 		– Sell
-148
Closed -$8K – 685
2017
Q2 		$8K Buy
+148
New +$8.41K ﹤0.01% 600

Other funds holding IXUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bartlett & Co's IXUS Position: Q3 2017 in Review

Bartlett & Co sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q3 2017, closing a stake of 148 shares — an estimated $8K sold.

Bartlett & Co first reported a position in IXUS in Q2 2017 and held it in 1 quarter. The position peaked at $8K in Q2 2017. 180 funds tracked by Wall St. Rank hold IXUS as of Q3 2017.

  • Bartlett & Co reported no remaining iShares Core MSCI Total International Stock ETF position as of Q3 2017 after selling out during the quarter.
  • Bartlett & Co sold 148 iShares Core MSCI Total International Stock ETF shares in Q3 2017, an estimated $8K.
  • Bartlett & Co first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2017 and held it in 1 quarter.
  • Bartlett & Co's iShares Core MSCI Total International Stock ETF position peaked at $8K in Q2 2017.
  • 180 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2017.

Based on Bartlett & Co's 13F filing for Q3 2017, filed 23 Oct 2017.