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

Clarus 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
2019 Q3	–	Sell	-429	Closed	-$25K	–	358
2019 Q2	$25K	Buy	429 +7	+2%	+$408	0.02%	339
2019 Q1	$24K	Hold	422	–	–	0.02%	392
2018 Q4	$22K	Buy	422 +6	+1%	+$333	0.03%	391
2018 Q3	$25K	Buy	416 +6	+1%	+$361	0.02%	400
2018 Q2	$26K	Buy	+410	New	+$25.8K	0.02%	385

Other funds holding IXUS

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CCA

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

Clarus Wealth Advisors's IXUS Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q3 2019, closing a stake of 429 shares — an estimated $25K sold.

Clarus Wealth Advisors first reported a position in IXUS in Q2 2018 and held it in 5 quarters. The position peaked at $26K in Q2 2018. 335 funds tracked by Wall St. Rank hold IXUS as of Q3 2019.

Clarus Wealth Advisors reported no remaining iShares Core MSCI Total International Stock ETF position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 429 iShares Core MSCI Total International Stock ETF shares in Q3 2019, an estimated $25K.
Clarus Wealth Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's iShares Core MSCI Total International Stock ETF position peaked at $26K in Q2 2018.
335 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.