Clearwater Capital Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Clearwater Capital 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
2018 Q4	–	Sell	-4,203	Closed	-$253K	–	192
2018 Q3	$253K	Sell	4,203 -1,697	-29%	-$102K	0.05%	173
2018 Q2	$355K	Sell	5,900 -240	-4%	-$15.1K	0.07%	147
2018 Q1	$387K	Buy	6,140 +131	+2%	+$8.43K	0.08%	137
2017 Q4	$379K	Buy	6,009 +89	+2%	+$5.53K	0.08%	137
2017 Q3	$362K	Buy	+5,920	New	+$352K	0.08%	134

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCA

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

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SFA

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

Clearwater Capital Advisors's IXUS Position: Q4 2018 in Review

Clearwater Capital Advisors sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q4 2018, closing a stake of 4,203 shares — an estimated $253K sold.

Clearwater Capital Advisors first reported a position in IXUS in Q3 2017 and held it in 5 quarters. The position peaked at $387K in Q1 2018. 333 funds tracked by Wall St. Rank hold IXUS as of Q4 2018.

Clearwater Capital Advisors reported no remaining iShares Core MSCI Total International Stock ETF position as of Q4 2018 after selling out during the quarter.
Clearwater Capital Advisors sold 4,203 iShares Core MSCI Total International Stock ETF shares in Q4 2018, an estimated $253K.
Clearwater Capital Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2017 and held it in 5 quarters.
Clearwater Capital Advisors's iShares Core MSCI Total International Stock ETF position peaked at $387K in Q1 2018.
333 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2018.

Based on Clearwater Capital Advisors's 13F filing for Q4 2018, filed 22 Jan 2019.