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

SVA 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
2020
Q4 		$11.1M Sell
165,201
-1,876
-1% -$118K 0.97% 17
2020
Q3 		$9.75M Sell
167,077
-1,215
-0.7% -$70.8K 0.97% 20
2020
Q2 		$9.18M Buy
168,292
+13,443
+9% +$691K 0.98% 20
2020
Q1 		$7.28M Sell
154,849
-21,615
-12% -$1.22M 0.84% 22
2019
Q4 		$10.9M Buy
176,464
+40,297
+30% +$2.41M 1% 14
2019
Q3 		$7.87M Buy
136,167
+2,786
+2% +$160K 0.77% 25
2019
Q2 		$7.82M Sell
133,381
-864
-0.6% -$50.4K 0.77% 23
2019
Q1 		$7.8M Buy
134,245
+1,108
+0.8% +$62.6K 0.75% 29
2018
Q4 		$6.99M Buy
133,137
+89,503
+205% +$4.97M 0.79% 28
2018
Q3 		$2.63M Buy
43,634
+15,537
+55% +$936K 0.27% 77
2018
Q2 		$1.69M Buy
28,097
+20,278
+259% +$1.27M 0.18% 98
2018
Q1 		$477K Sell
7,819
-4,336
-36% -$279K 0.06% 145
2017
Q4 		$767K Buy
12,155
+4,336
+55% +$270K 0.09% 127
2017
Q3 		$477K Buy
7,819
+87
+1% +$5.17K 0.06% 145
2017
Q2 		$444K Buy
7,732
+45
+0.6% +$2.56K 0.06% 143
2017
Q1 		$421K Buy
+7,687
New +$410K 0.06% 144

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

SVA Wealth Management's IXUS Position: Q4 2020 in Review

SVA Wealth Management reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 1.1% in Q4 2020, selling an estimated $118K and leaving 165,201 shares worth $11.1M. The position accounts for 0.97% of the portfolio, ranked #17.

SVA Wealth Management first reported a position in IXUS in Q1 2017 and has held it in 16 quarters since. 451 funds tracked by Wall St. Rank hold IXUS as of Q4 2020.

  • SVA Wealth Management held 165,201 shares of iShares Core MSCI Total International Stock ETF worth $11.1M as of Q4 2020.
  • SVA Wealth Management sold 1,876 iShares Core MSCI Total International Stock ETF shares in Q4 2020, an estimated $118K.
  • iShares Core MSCI Total International Stock ETF made up 0.97% of SVA Wealth Management's portfolio in Q4 2020, its #17 holding.
  • SVA Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2017 and has held it in 16 quarters since.
  • 451 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.