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

Investment 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
2018 Q4	–	Sell	-1,036	Closed	-$303	–	141
2018 Q3	$303	Buy	+1,036	New	+$62.4K	0.17%	87
2018 Q2	–	Sell	-5,140	Closed	-$324K	–	155
2018 Q1	$324K	Hold	5,140	–	–	0.24%	92
2017 Q4	$324K	Buy	5,140 +48	+0.9%	+$2.98K	0.24%	97
2017 Q3	$311K	Sell	5,092 -86	-2%	-$5.12K	0.27%	88
2017 Q2	$297K	Buy	5,178 +302	+6%	+$17.2K	0.27%	89
2017 Q1	$267K	Sell	4,876 -1,746	-26%	-$93K	0.26%	91
2016 Q4	$334K	Buy	+6,622	New	+$336K	0.33%	80

Other funds holding IXUS

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CCA

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFA

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

Investment Partners's IXUS Position: Q4 2018 in Review

Investment Partners sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q4 2018, closing a stake of 1,036 shares — an estimated $303 sold.

Investment Partners first reported a position in IXUS in Q4 2016 and held it in 7 quarters. The position peaked at $334K in Q4 2016. 333 funds tracked by Wall St. Rank hold IXUS as of Q4 2018.

Investment Partners reported no remaining iShares Core MSCI Total International Stock ETF position as of Q4 2018 after selling out during the quarter.
Investment Partners sold 1,036 iShares Core MSCI Total International Stock ETF shares in Q4 2018, an estimated $303.
Investment Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2016 and held it in 7 quarters.
Investment Partners's iShares Core MSCI Total International Stock ETF position peaked at $334K in Q4 2016.
333 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2018.

Based on Investment Partners's 13F filing for Q4 2018, filed 15 Jan 2019.