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LVZ Inc’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

LVZ Inc’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
2019
Q1 		– Sell
-17,904
Closed -$940K – 87
2018
Q4 		$940K Sell
17,904
-4,542
-20% -$252K 0.27% 29
2018
Q3 		$1.29M Sell
22,446
-5,392
-19% -$325K 0.32% 26
2018
Q2 		$1.67M Buy
+27,838
New +$1.75M 0.43% 20

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LVZ Inc's IXUS Position: Q1 2019 in Review

LVZ Inc sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q1 2019, closing a stake of 17,904 shares — an estimated $940K sold.

LVZ Inc first reported a position in IXUS in Q2 2018 and held it in 3 quarters. The position peaked at $1.67M in Q2 2018. 342 funds tracked by Wall St. Rank hold IXUS as of Q1 2019.

  • LVZ Inc reported no remaining iShares Core MSCI Total International Stock ETF position as of Q1 2019 after selling out during the quarter.
  • LVZ Inc sold 17,904 iShares Core MSCI Total International Stock ETF shares in Q1 2019, an estimated $940K.
  • LVZ Inc first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2018 and held it in 3 quarters.
  • LVZ Inc's iShares Core MSCI Total International Stock ETF position peaked at $1.67M in Q2 2018.
  • 342 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2019.

Based on LVZ Inc's 13F filing for Q1 2019, filed 25 Apr 2019.