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

Independence 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
2020
Q3 		$156K Hold
2,669
– – 0.03% 104
2020
Q2 		$146K Buy
+2,669
New +$137K 0.03% 101

Other funds holding IXUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Independence Advisors's IXUS Position: Q3 2020 in Review

Independence Advisors held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q3 2020 at 2,669 shares worth $156K. The position accounts for 0.03% of the portfolio, ranked #104.

Independence Advisors first reported a position in IXUS in Q2 2020 and has held it in 2 quarters since. 389 funds tracked by Wall St. Rank hold IXUS as of Q3 2020.

  • Independence Advisors held 2,669 shares of iShares Core MSCI Total International Stock ETF worth $156K as of Q3 2020.
  • Independence Advisors left its iShares Core MSCI Total International Stock ETF share count unchanged in Q3 2020.
  • iShares Core MSCI Total International Stock ETF made up 0.03% of Independence Advisors's portfolio in Q3 2020, its #104 holding.
  • Independence Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2020 and has held it in 2 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.