Pacific Center for Financial Services’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Pacific Center for 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
2019 Q4	–	Sell	-333	Closed	-$19K	–	319
2019 Q3	$19K	Hold	333	–	–	0.01%	173
2019 Q2	$20K	Buy	333 +5	+2%	+$291	0.01%	171
2019 Q1	$19K	Hold	328	–	–	0.01%	163
2018 Q4	$17K	Buy	328 +4	+1%	+$222	0.01%	169
2018 Q3	$20K	Hold	324	–	–	0.01%	166
2018 Q2	$19K	Buy	324 +165	+104%	+$10.4K	0.01%	159
2018 Q1	$10K	Buy	+159	New	+$10.2K	0.01%	201

Other funds holding IXUS

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

GBA

Global Beta Advisors Philadelphia, Pennsylvania $387M AUM 16.58% 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 $18.1B AUM 24.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Pacific Center for Financial Services's IXUS Position: Q4 2019 in Review

Pacific Center for Financial Services sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q4 2019, closing a stake of 333 shares — an estimated $19K sold.

Pacific Center for Financial Services first reported a position in IXUS in Q1 2018 and held it in 7 quarters. The position peaked at $20K in Q2 2019. 393 funds tracked by Wall St. Rank hold IXUS as of Q4 2019.

Pacific Center for Financial Services reported no remaining iShares Core MSCI Total International Stock ETF position as of Q4 2019 after selling out during the quarter.
Pacific Center for Financial Services sold 333 iShares Core MSCI Total International Stock ETF shares in Q4 2019, an estimated $19K.
Pacific Center for Financial Services first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2018 and held it in 7 quarters.
Pacific Center for Financial Services's iShares Core MSCI Total International Stock ETF position peaked at $20K in Q2 2019.
393 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2019.

Based on Pacific Center for Financial Services's 13F filing for Q4 2019, filed 13 Feb 2020.