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Holistic Financial Partners’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Holistic Financial Partners’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
Q2 		– Sell
-47,026
Closed -$2.73M – 96
2019
Q1 		$2.73M Buy
+47,026
New +$2.66M 1.15% 23

Other funds holding IXUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

Holistic Financial Partners's IXUS Position: Q2 2019 in Review

Holistic Financial Partners sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q2 2019, closing a stake of 47,026 shares — an estimated $2.73M sold.

Holistic Financial Partners first reported a position in IXUS in Q1 2019 and held it in 1 quarter. The position peaked at $2.73M in Q1 2019. 347 funds tracked by Wall St. Rank hold IXUS as of Q2 2019.

  • Holistic Financial Partners reported no remaining iShares Core MSCI Total International Stock ETF position as of Q2 2019 after selling out during the quarter.
  • Holistic Financial Partners sold 47,026 iShares Core MSCI Total International Stock ETF shares in Q2 2019, an estimated $2.73M.
  • Holistic Financial Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2019 and held it in 1 quarter.
  • Holistic Financial Partners's iShares Core MSCI Total International Stock ETF position peaked at $2.73M in Q1 2019.
  • 347 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2019.

Based on Holistic Financial Partners's 13F filing for Q2 2019, filed 7 Aug 2019.