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

Darwin 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
2020 Q2	–	Sell	-208	Closed	-$9K	–	454
2020 Q1	$9K	Buy	+208	New	+$11.8K	﹤0.01%	490
2018 Q4	–	Sell	-4,218	Closed	-$251K	–	111
2018 Q3	$251K	Sell	4,218 -852	-17%	-$51.3K	0.14%	111
2018 Q2	$298K	Buy	5,070 +511	+11%	+$32.1K	0.19%	95
2018 Q1	$284K	Buy	4,559 +1,083	+31%	+$69.7K	0.21%	95
2017 Q4	$217K	Buy	+3,476	New	+$216K	0.09%	150

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFA

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

Brightworth Atlanta, Georgia $933M AUM 15.08% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Darwin Wealth Management's IXUS Position: Q2 2020 in Review

Darwin Wealth Management sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q2 2020, closing a stake of 208 shares — an estimated $9K sold.

Darwin Wealth Management first reported a position in IXUS in Q4 2017 and held it in 5 quarters. The position peaked at $298K in Q2 2018. 373 funds tracked by Wall St. Rank hold IXUS as of Q2 2020.

Darwin Wealth Management reported no remaining iShares Core MSCI Total International Stock ETF position as of Q2 2020 after selling out during the quarter.
Darwin Wealth Management sold 208 iShares Core MSCI Total International Stock ETF shares in Q2 2020, an estimated $9K.
Darwin Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2017 and held it in 5 quarters.
Darwin Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $298K in Q2 2018.
373 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.