HCR Wealth Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

HCR Wealth Advisors’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
2021 Q1	–	Sell	-626	Closed	-$42K	–	223
2020 Q4	$42K	Buy	+626	New	+$39.3K	0.01%	210
2020 Q3	–	Sell	-1,831	Closed	-$101K	–	251
2020 Q2	$101K	Buy	+1,831	New	+$94.2K	0.02%	161
2020 Q1	–	Sell	-1,831	Closed	-$113K	–	247
2019 Q4	$113K	Buy	+1,831	New	+$110K	0.03%	166

Other funds holding IXUS

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

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

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

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

SFA

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

HCR Wealth Advisors's IXUS Position: Q1 2021 in Review

HCR Wealth Advisors sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q1 2021, closing a stake of 626 shares — an estimated $42K sold.

HCR Wealth Advisors first reported a position in IXUS in Q4 2019 and held it in 3 quarters. The position peaked at $113K in Q4 2019. 486 funds tracked by Wall St. Rank hold IXUS as of Q1 2021.

HCR Wealth Advisors reported no remaining iShares Core MSCI Total International Stock ETF position as of Q1 2021 after selling out during the quarter.
HCR Wealth Advisors sold 626 iShares Core MSCI Total International Stock ETF shares in Q1 2021, an estimated $42K.
HCR Wealth Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2019 and held it in 3 quarters.
HCR Wealth Advisors's iShares Core MSCI Total International Stock ETF position peaked at $113K in Q4 2019.
486 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.