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

Gupta 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
2016
Q1 		$35K Buy
713
+92
+15% +$4.3K 0.01% 521
2015
Q4 		$31K Buy
621
+71
+13% +$3.62K 0.01% 553
2015
Q3 		$27K Buy
550
+3
+0.5% +$157 0.01% 611
2015
Q2 		$30K Buy
+547
New +$31.5K 0.01% 635

Other funds holding IXUS

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BOH
Bank of Hawaii Honolulu, Hawaii $2.03B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
AP
Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Gupta Wealth Management's IXUS Position: Q1 2016 in Review

Gupta Wealth Management increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 15% in Q1 2016, buying an estimated $4.3K and bringing the position to 713 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #521.

Gupta Wealth Management first reported a position in IXUS in Q2 2015 and has held it in 4 quarters since. 86 funds tracked by Wall St. Rank hold IXUS as of Q1 2016.

  • Gupta Wealth Management held 713 shares of iShares Core MSCI Total International Stock ETF worth $35K as of Q1 2016.
  • Gupta Wealth Management bought 92 iShares Core MSCI Total International Stock ETF shares in Q1 2016, an estimated $4.3K.
  • iShares Core MSCI Total International Stock ETF made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #521 holding.
  • Gupta Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2015 and has held it in 4 quarters since.
  • 86 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.