MHS
IXUS icon

M Holdings Securities’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

M Holdings Securities’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
Q2 		– Sell
-3,780
Closed -$220K – 267
2019
Q1 		$220K Sell
3,780
-394
-9% -$22.3K 0.05% 332
2018
Q4 		$219K Hold
4,174
– – 0.07% 294
2018
Q3 		$252K Sell
4,174
-165
-4% -$9.94K 0.07% 300
2018
Q2 		$261K Hold
4,339
– – 0.07% 291
2018
Q1 		$274K Sell
4,339
-560
-11% -$36K 0.08% 263
2017
Q4 		$309K Sell
4,899
-3,234
-40% -$201K 0.09% 243
2017
Q3 		$496K Sell
8,133
-2,825
-26% -$168K 0.16% 182
2017
Q2 		$629K Sell
10,958
-3,103
-22% -$176K 0.21% 133
2017
Q1 		$770K Buy
+14,061
New +$749K 0.3% 97

Other funds holding IXUS

BlackRock
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return