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Wealthspire Advisors (Maryland)’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$12.8M Buy
218,995
+101,645
+87% +$5.92M 0.45% 32
2020
Q2 		$6.4M Buy
117,350
+4,762
+4% +$245K 0.46% 37
2020
Q1 		$5.29M Sell
112,588
-108,074
-49% -$6.11M 0.46% 38
2019
Q4 		$13.7M Buy
220,662
+15,998
+8% +$959K 0.92% 23
2019
Q3 		$11.8M Buy
204,664
+8,080
+4% +$464K 0.86% 23
2019
Q2 		$11.5M Buy
196,584
+21,333
+12% +$1.24M 0.86% 23
2019
Q1 		$10.2M Buy
175,251
+44,644
+34% +$2.52M 0.77% 24
2018
Q4 		$6.86M Buy
130,607
+115,594
+770% +$6.41M 0.61% 34
2018
Q3 		$905K Buy
15,013
+8,113
+118% +$489K 0.07% 153
2018
Q2 		$415K Buy
6,900
+1,839
+36% +$116K 0.04% 278
2018
Q1 		$319K Buy
5,061
+3,405
+206% +$219K 0.03% 344
2017
Q4 		$104K Sell
1,656
-408
-20% -$25.4K 0.01% 700
2017
Q3 		$126K Buy
2,064
+319
+18% +$19K 0.01% 619
2017
Q2 		$100K Sell
1,745
-867
-33% -$49.2K 0.01% 699
2017
Q1 		$143K Buy
2,612
+753
+41% +$40.1K 0.02% 485
2016
Q4 		$94K Hold
1,859
– – 0.01% 593
2016
Q3 		$97K Buy
1,859
+1,637
+737% +$83.7K 0.02% 575
2016
Q2 		$11K Buy
222
+87
+64% +$4.32K ﹤0.01% 1185
2016
Q1 		$7K Buy
135
+110
+440% +$5.14K ﹤0.01% 1253
2015
Q4 		$1K Buy
+25
New +$1.27K ﹤0.01% 1627

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
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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IXUS Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 87% in Q3 2020, buying an estimated $5.92M and bringing the position to 218,995 shares worth $12.8M. The position accounts for 0.45% of the portfolio, ranked #32.

Wealthspire Advisors (Maryland) first reported a position in IXUS in Q4 2015 and has held it in 20 quarters since. The position peaked at $13.7M in Q4 2019. 389 funds tracked by Wall St. Rank hold IXUS as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 218,995 shares of iShares Core MSCI Total International Stock ETF worth $12.8M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 101,645 iShares Core MSCI Total International Stock ETF shares in Q3 2020, an estimated $5.92M.
  • iShares Core MSCI Total International Stock ETF made up 0.45% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #32 holding.
  • Wealthspire Advisors (Maryland) first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s iShares Core MSCI Total International Stock ETF position peaked at $13.7M in Q4 2019.
  • 389 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.