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Meridian Wealth Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Meridian Wealth Advisors’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
Q3 		– Sell
-3,437
Closed -$202K – 158
2019
Q2 		$202K Hold
3,437
– – 0.14% 122
2019
Q1 		$200K Sell
3,437
-2,000
-37% -$113K 0.15% 120
2018
Q4 		$286K Buy
+5,437
New +$302K 0.22% 92

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

Meridian Wealth Advisors's IXUS Position: Q3 2019 in Review

Meridian Wealth Advisors sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q3 2019, closing a stake of 3,437 shares — an estimated $202K sold.

Meridian Wealth Advisors first reported a position in IXUS in Q4 2018 and held it in 3 quarters. The position peaked at $286K in Q4 2018. 335 funds tracked by Wall St. Rank hold IXUS as of Q3 2019.

  • Meridian Wealth Advisors reported no remaining iShares Core MSCI Total International Stock ETF position as of Q3 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 3,437 iShares Core MSCI Total International Stock ETF shares in Q3 2019, an estimated $202K.
  • Meridian Wealth Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2018 and held it in 3 quarters.
  • Meridian Wealth Advisors's iShares Core MSCI Total International Stock ETF position peaked at $286K in Q4 2018.
  • 335 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2019.

Based on Meridian Wealth Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.