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

Ironwood Financial’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
2016 Q4	–	Sell	-225	Closed	-$12K	–	272
2016 Q3	$12K	Hold	225	–	–	0.01%	160
2016 Q2	$11K	Hold	225	–	–	0.01%	163
2016 Q1	$11K	Buy	+225	New	+$10.5K	0.01%	165
2015 Q3	$11K	Hold	225	–	–	0.01%	203
2015 Q2	$12K	Hold	225	–	–	0.01%	196
2015 Q1	$12K	Hold	225	–	–	0.01%	198
2014 Q4	$12K	Buy	+225	New	+$12.3K	0.01%	170

Other funds holding IXUS

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

CCA

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

PWM

Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SFA

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

BOH

Bank of Hawaii Honolulu, Hawaii $2.03B AUM 25.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Ironwood Financial's IXUS Position: Q4 2016 in Review

Ironwood Financial sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q4 2016, closing a stake of 225 shares — an estimated $12K sold.

Ironwood Financial first reported a position in IXUS in Q4 2014 and held it in 7 quarters. The position peaked at $12K in Q3 2016. 120 funds tracked by Wall St. Rank hold IXUS as of Q4 2016.

Ironwood Financial reported no remaining iShares Core MSCI Total International Stock ETF position as of Q4 2016 after selling out during the quarter.
Ironwood Financial sold 225 iShares Core MSCI Total International Stock ETF shares in Q4 2016, an estimated $12K.
Ironwood Financial first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2014 and held it in 7 quarters.
Ironwood Financial's iShares Core MSCI Total International Stock ETF position peaked at $12K in Q3 2016.
120 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2016.

Based on Ironwood Financial's 13F filing for Q4 2016, filed 26 Jan 2017.