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

LGL 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
Q2 		– Sell
-3,237
Closed -$204K – 60
2018
Q1 		$204K Hold
3,237
– – 0.1% 58
2017
Q4 		$204K Buy
+3,237
New +$201K 0.09% 57

Other funds holding IXUS

BlackRock
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

LGL Partners's IXUS Position: Q2 2018 in Review

LGL Partners sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q2 2018, closing a stake of 3,237 shares — an estimated $204K sold.

LGL Partners first reported a position in IXUS in Q4 2017 and held it in 2 quarters. The position peaked at $204K in Q1 2018. 259 funds tracked by Wall St. Rank hold IXUS as of Q2 2018.

  • LGL Partners reported no remaining iShares Core MSCI Total International Stock ETF position as of Q2 2018 after selling out during the quarter.
  • LGL Partners sold 3,237 iShares Core MSCI Total International Stock ETF shares in Q2 2018, an estimated $204K.
  • LGL Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2017 and held it in 2 quarters.
  • LGL Partners's iShares Core MSCI Total International Stock ETF position peaked at $204K in Q1 2018.
  • 259 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2018.

Based on LGL Partners's 13F filing for Q2 2018, filed 14 Aug 2018.