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CT Financial Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

CT Financial 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
2017
Q1 		$134K Hold
2,450
– – 0.08% 180
2016
Q4 		$124K Buy
2,450
+26
+1% +$1.32K 0.08% 178
2016
Q3 		$127K Hold
2,424
– – 0.08% 181
2016
Q2 		$119K Buy
2,424
+39
+2% +$1.94K 0.07% 187
2016
Q1 		$118K Hold
2,385
– – 0.07% 198
2015
Q4 		$118K Sell
2,385
-66
-3% -$3.37K 0.07% 193
2015
Q3 		$120K Buy
2,451
+36
+1% +$1.89K 0.08% 189
2015
Q2 		$133K Hold
2,415
– – 0.08% 191
2015
Q1 		$134K Buy
2,415
+1
+0% +$55 0.07% 197
2014
Q4 		$129K Buy
+2,414
New +$132K 0.1% 152
2014
Q1 		$134K Buy
+2,415
New +$136K 0.07% 197

Other funds holding IXUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CT Financial Advisors's IXUS Position: Q1 2017 in Review

CT Financial Advisors held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q1 2017 at 2,450 shares worth $134K. The position accounts for 0.08% of the portfolio, ranked #180.

CT Financial Advisors first reported a position in IXUS in Q1 2014 and has held it in 11 quarters since. 141 funds tracked by Wall St. Rank hold IXUS as of Q1 2017.

  • CT Financial Advisors held 2,450 shares of iShares Core MSCI Total International Stock ETF worth $134K as of Q1 2017.
  • CT Financial Advisors left its iShares Core MSCI Total International Stock ETF share count unchanged in Q1 2017.
  • iShares Core MSCI Total International Stock ETF made up 0.08% of CT Financial Advisors's portfolio in Q1 2017, its #180 holding.
  • CT Financial Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2014 and has held it in 11 quarters since.
  • 141 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.