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

Lutz Financial Services’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 Q2	–	Sell	-10,000	Closed	-$470K	–	62
2020 Q1	$470K	Hold	10,000	–	–	0.1%	53
2019 Q4	$619K	Hold	10,000	–	–	0.11%	51
2019 Q3	$578K	Hold	10,000	–	–	0.11%	51
2019 Q2	$586K	Buy	+10,000	New	+$583K	0.11%	50
2018 Q4	–	Sell	-8,358	Closed	-$504K	–	64
2018 Q3	$504K	Buy	+8,358	New	+$503K	0.11%	42

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Brightworth Atlanta, Georgia $933M AUM 15.08% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Lutz Financial Services's IXUS Position: Q2 2020 in Review

Lutz Financial Services sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q2 2020, closing a stake of 10,000 shares — an estimated $470K sold.

Lutz Financial Services first reported a position in IXUS in Q3 2018 and held it in 5 quarters. The position peaked at $619K in Q4 2019. 372 funds tracked by Wall St. Rank hold IXUS as of Q2 2020.

Lutz Financial Services reported no remaining iShares Core MSCI Total International Stock ETF position as of Q2 2020 after selling out during the quarter.
Lutz Financial Services sold 10,000 iShares Core MSCI Total International Stock ETF shares in Q2 2020, an estimated $470K.
Lutz Financial Services first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2018 and held it in 5 quarters.
Lutz Financial Services's iShares Core MSCI Total International Stock ETF position peaked at $619K in Q4 2019.
372 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2020.

Based on Lutz Financial Services's 13F filing for Q2 2020, filed 28 Jul 2020.