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Sullivan, Bruyette, Speros & Blaney’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2021
Q1 		$1.73M Buy
24,652
+181
+0.7% +$12.7K 0.08% 81
2020
Q4 		$1.64M Buy
24,471
+296
+1% +$18.6K 0.08% 78
2020
Q3 		$1.41M Buy
24,175
+236
+1% +$13.7K 0.08% 79
2020
Q2 		$1.3M Buy
+23,939
New +$1.23M 0.08% 81

Other funds holding IXUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 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
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

Sullivan, Bruyette, Speros & Blaney's IXUS Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.74% in Q1 2021, buying an estimated $12.7K and bringing the position to 24,652 shares worth $1.73M. The position accounts for 0.08% of the portfolio, ranked #81.

Sullivan, Bruyette, Speros & Blaney first reported a position in IXUS in Q2 2020 and has held it in 4 quarters since. 486 funds tracked by Wall St. Rank hold IXUS as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 24,652 shares of iShares Core MSCI Total International Stock ETF worth $1.73M as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney bought 181 iShares Core MSCI Total International Stock ETF shares in Q1 2021, an estimated $12.7K.
  • iShares Core MSCI Total International Stock ETF made up 0.08% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #81 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2020 and has held it in 4 quarters since.
  • 486 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.