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

Leavell Investment Management’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	-17,699	Closed	-$1.07M	–	363
2018 Q3	$1.07M	Hold	17,699	–	–	0.11%	173
2018 Q2	$1.06M	Hold	17,699	–	–	0.12%	171
2018 Q1	$1.12M	Hold	17,699	–	–	0.13%	164
2017 Q4	$1.12M	Buy	+17,699	New	+$1.1M	0.13%	167

Other funds holding IXUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCA

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SFA

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

Leavell Investment Management's IXUS Position: Q4 2018 in Review

Leavell Investment Management sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q4 2018, closing a stake of 17,699 shares — an estimated $1.07M sold.

Leavell Investment Management first reported a position in IXUS in Q4 2017 and held it in 4 quarters. The position peaked at $1.12M in Q1 2018. 333 funds tracked by Wall St. Rank hold IXUS as of Q4 2018.

Leavell Investment Management reported no remaining iShares Core MSCI Total International Stock ETF position as of Q4 2018 after selling out during the quarter.
Leavell Investment Management sold 17,699 iShares Core MSCI Total International Stock ETF shares in Q4 2018, an estimated $1.07M.
Leavell Investment Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2017 and held it in 4 quarters.
Leavell Investment Management's iShares Core MSCI Total International Stock ETF position peaked at $1.12M in Q1 2018.
333 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2018.

Based on Leavell Investment Management's 13F filing for Q4 2018, filed 24 Jan 2019.