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Pathway Financial Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Pathway Financial 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
2018
Q3 		– Sell
-75
Closed -$5K – 236
2018
Q2 		$5K Hold
75
– – ﹤0.01% 385
2018
Q1 		$5K Buy
+75
New +$4.83K ﹤0.01% 407

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.2B AUM 25.24% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pathway Financial Advisors's IXUS Position: Q3 2018 in Review

Pathway Financial Advisors sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q3 2018, closing a stake of 75 shares — an estimated $5K sold.

Pathway Financial Advisors first reported a position in IXUS in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q2 2018. 265 funds tracked by Wall St. Rank hold IXUS as of Q3 2018.

  • Pathway Financial Advisors reported no remaining iShares Core MSCI Total International Stock ETF position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 75 iShares Core MSCI Total International Stock ETF shares in Q3 2018, an estimated $5K.
  • Pathway Financial Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2018 and held it in 2 quarters.
  • Pathway Financial Advisors's iShares Core MSCI Total International Stock ETF position peaked at $5K in Q2 2018.
  • 265 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.