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Ferris Capital’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Ferris Capital’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
2018
Q2 		– Sell
-777
Closed -$49K – 695
2018
Q1 		$49K Buy
+777
New +$50K 0.02% 286
2017
Q3 		– Sell
-768
Closed -$44K – 368
2017
Q2 		$44K Buy
+768
New +$43.6K 0.02% 264

Other funds holding IXUS

BlackRock
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Ferris Capital's IXUS Position: Q2 2018 in Review

Ferris Capital sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q2 2018, closing a stake of 777 shares — an estimated $49K sold.

Ferris Capital first reported a position in IXUS in Q2 2017 and held it in 2 quarters. The position peaked at $49K in Q1 2018. 259 funds tracked by Wall St. Rank hold IXUS as of Q2 2018.

  • Ferris Capital reported no remaining iShares Core MSCI Total International Stock ETF position as of Q2 2018 after selling out during the quarter.
  • Ferris Capital sold 777 iShares Core MSCI Total International Stock ETF shares in Q2 2018, an estimated $49K.
  • Ferris Capital first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2017 and held it in 2 quarters.
  • Ferris Capital's iShares Core MSCI Total International Stock ETF position peaked at $49K in Q1 2018.
  • 259 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2018.

Based on Ferris Capital's 13F filing for Q2 2018, filed 10 Aug 2018.