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Patriot Wealth Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Patriot Wealth Management’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
Q4 		$66.1M Buy
1,258,075
+6,148
+0.5% +$341K 9.67% 2
2018
Q3 		$75.5M Buy
1,251,927
+36,677
+3% +$2.21M 9.52% 2
2018
Q2 		$73.1M Buy
1,215,250
+45,668
+4% +$2.87M 10.03% 2
2018
Q1 		$73.7M Buy
1,169,582
+37,024
+3% +$2.38M 10.5% 2
2017
Q4 		$71.4M Buy
1,132,558
+16,211
+1% +$1.01M 10.12% 2
2017
Q3 		$68.1M Buy
1,116,347
+14,043
+1% +$835K 11.03% 2
2017
Q2 		$63.2M Buy
1,102,304
+36,583
+3% +$2.08M 10.58% 2
2017
Q1 		$58.3M Buy
1,065,721
+42,463
+4% +$2.26M 9.33% 3
2016
Q4 		$51.7M Buy
+1,023,258
New +$52M 9.77% 2

Other funds holding IXUS

BlackRock
BlackRock New York $5.7T 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return