Edmond de Rothschild Holding’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Edmond de Rothschild Holding’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
2019 Q1	–	Sell	-900	Closed	-$47K	–	656
2018 Q4	$47K	Hold	900	–	–	﹤0.01%	527
2018 Q3	$54K	Hold	900	–	–	﹤0.01%	591
2018 Q2	$54K	Hold	900	–	–	﹤0.01%	600
2018 Q1	$57K	Buy	+900	New	+$57.9K	﹤0.01%	610

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

SFA

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

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

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

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

CCA

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Edmond de Rothschild Holding's IXUS Position: Q1 2019 in Review

Edmond de Rothschild Holding sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q1 2019, closing a stake of 900 shares — an estimated $47K sold.

Edmond de Rothschild Holding first reported a position in IXUS in Q1 2018 and held it in 4 quarters. The position peaked at $57K in Q1 2018. 342 funds tracked by Wall St. Rank hold IXUS as of Q1 2019.

Edmond de Rothschild Holding reported no remaining iShares Core MSCI Total International Stock ETF position as of Q1 2019 after selling out during the quarter.
Edmond de Rothschild Holding sold 900 iShares Core MSCI Total International Stock ETF shares in Q1 2019, an estimated $47K.
Edmond de Rothschild Holding first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2018 and held it in 4 quarters.
Edmond de Rothschild Holding's iShares Core MSCI Total International Stock ETF position peaked at $57K in Q1 2018.
342 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2019.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2019, filed 13 May 2019.