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Concert Wealth Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-200
Closed -$10K – 726
2016
Q3 		$10K Buy
+200
New +$10.2K ﹤0.01% 942

Other funds holding IXUS

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BOH
Bank of Hawaii Honolulu, Hawaii $2.03B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Concert Wealth Management's IXUS Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q4 2016, closing a stake of 200 shares — an estimated $10K sold.

Concert Wealth Management first reported a position in IXUS in Q3 2016 and held it in 1 quarter. The position peaked at $10K in Q3 2016. 120 funds tracked by Wall St. Rank hold IXUS as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares Core MSCI Total International Stock ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 200 iShares Core MSCI Total International Stock ETF shares in Q4 2016, an estimated $10K.
  • Concert Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $10K in Q3 2016.
  • 120 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.