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Samalin Investment Counsel’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Samalin Investment Counsel’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
Q1 		– Sell
-3,465
Closed -$214K – 332
2019
Q4 		$214K Buy
+3,465
New +$208K 0.18% 146

Other funds holding IXUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
GBA
Global Beta Advisors Philadelphia, Pennsylvania $25K AUM
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Samalin Investment Counsel's IXUS Position: Q1 2020 in Review

Samalin Investment Counsel sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q1 2020, closing a stake of 3,465 shares — an estimated $214K sold.

Samalin Investment Counsel first reported a position in IXUS in Q4 2019 and held it in 1 quarter. The position peaked at $214K in Q4 2019. 369 funds tracked by Wall St. Rank hold IXUS as of Q1 2020.

  • Samalin Investment Counsel reported no remaining iShares Core MSCI Total International Stock ETF position as of Q1 2020 after selling out during the quarter.
  • Samalin Investment Counsel sold 3,465 iShares Core MSCI Total International Stock ETF shares in Q1 2020, an estimated $214K.
  • Samalin Investment Counsel first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2019 and held it in 1 quarter.
  • Samalin Investment Counsel's iShares Core MSCI Total International Stock ETF position peaked at $214K in Q4 2019.
  • 369 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2020.

Based on Samalin Investment Counsel's 13F filing for Q1 2020, filed 4 May 2020.