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

Pacific Capital 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
2020
Q4 		– Sell
-20
Closed -$1K – 126
2020
Q3 		$1K Buy
+20
New +$1.17K ﹤0.01% 206

Other funds holding IXUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Pacific Capital Wealth Advisors's IXUS Position: Q4 2020 in Review

Pacific Capital Wealth Advisors sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q4 2020, closing a stake of 20 shares — an estimated $1K sold.

Pacific Capital Wealth Advisors first reported a position in IXUS in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 451 funds tracked by Wall St. Rank hold IXUS as of Q4 2020.

  • Pacific Capital Wealth Advisors reported no remaining iShares Core MSCI Total International Stock ETF position as of Q4 2020 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 20 iShares Core MSCI Total International Stock ETF shares in Q4 2020, an estimated $1K.
  • Pacific Capital Wealth Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2020 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's iShares Core MSCI Total International Stock ETF position peaked at $1K in Q3 2020.
  • 451 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2020.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.