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SevenBridge Financial Group’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

SevenBridge Financial Group’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
Q3 		– Sell
-59
Closed -$3K – 364
2019
Q2 		$3K Hold
59
– – ﹤0.01% 565
2019
Q1 		$3K Hold
59
– – ﹤0.01% 534
2018
Q4 		$3K Buy
+59
New +$3.27K ﹤0.01% 492

Other funds holding IXUS

BlackRock
BlackRock New York $5.72T 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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

SevenBridge Financial Group's IXUS Position: Q3 2019 in Review

SevenBridge Financial Group sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q3 2019, closing a stake of 59 shares — an estimated $3K sold.

SevenBridge Financial Group first reported a position in IXUS in Q4 2018 and held it in 3 quarters. The position peaked at $3K in Q2 2019. 335 funds tracked by Wall St. Rank hold IXUS as of Q3 2019.

  • SevenBridge Financial Group reported no remaining iShares Core MSCI Total International Stock ETF position as of Q3 2019 after selling out during the quarter.
  • SevenBridge Financial Group sold 59 iShares Core MSCI Total International Stock ETF shares in Q3 2019, an estimated $3K.
  • SevenBridge Financial Group first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2018 and held it in 3 quarters.
  • SevenBridge Financial Group's iShares Core MSCI Total International Stock ETF position peaked at $3K in Q2 2019.
  • 335 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.