CXI Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

CXI Advisors’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$21.2M	Buy	+292,285	New	+$20.3M	47.63%	1

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CXI Advisors's ITOT Position: Q4 2019 in Review

CXI Advisors opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2019: 292,285 shares worth $21.2M. The stake represents 47.63% of the portfolio and ranks #1 among its holdings.

691 funds tracked by Wall St. Rank hold ITOT as of Q4 2019.

CXI Advisors held 292,285 shares of iShares Core S&P Total US Stock Market ETF worth $21.2M as of Q4 2019.
iShares Core S&P Total US Stock Market ETF was a new CXI Advisors position in Q4 2019.
iShares Core S&P Total US Stock Market ETF made up 47.63% of CXI Advisors's portfolio in Q4 2019, its #1 holding.
691 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.