CCA
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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return