SIM
IXUS icon

Sigma Investment Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Sigma Investment 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 		$1.64M Buy
+31,236
New +$1.73M 1.31% 8

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
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 $666B AUM 30.12% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Sigma Investment Management's IXUS Position: Q4 2018 in Review

Sigma Investment Management opened a new position in iShares Core MSCI Total International Stock ETF (IXUS) in Q4 2018: 31,236 shares worth $1.64M. The stake represents 1.31% of the portfolio and ranks #8 among its holdings.

333 funds tracked by Wall St. Rank hold IXUS as of Q4 2018.

  • Sigma Investment Management held 31,236 shares of iShares Core MSCI Total International Stock ETF worth $1.64M as of Q4 2018.
  • iShares Core MSCI Total International Stock ETF was a new Sigma Investment Management position in Q4 2018.
  • iShares Core MSCI Total International Stock ETF made up 1.31% of Sigma Investment Management's portfolio in Q4 2018, its #8 holding.
  • 333 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2018.

Based on Sigma Investment Management's 13F filing for Q4 2018, filed 7 Feb 2019.