IMA Advisory Services’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

IMA Advisory Services’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
2020 Q2	–	Sell	-70	Closed	-$3K	–	250
2020 Q1	$3K	Hold	70	–	–	﹤0.01%	238
2019 Q4	$4K	Hold	70	–	–	﹤0.01%	261
2019 Q3	$4K	Hold	70	–	–	﹤0.01%	264
2019 Q2	$4K	Hold	70	–	–	﹤0.01%	250
2019 Q1	$4K	Sell	70 -4	-5%	-$226	﹤0.01%	244
2018 Q4	$4K	Sell	74 -942	-93%	-$52.3K	﹤0.01%	261
2018 Q3	$61K	Sell	1,016 -75	-7%	-$4.52K	0.02%	149
2018 Q2	$66K	Buy	+1,091	New	+$68.6K	0.03%	152

Other funds holding IXUS

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

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

Envestnet Asset Management

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

AllianceBernstein

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

Bank of America

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

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

Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return

Brightworth Atlanta, Georgia $933M AUM 15.08% 1-Year Est. Return

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