WFG Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

WFG Advisors’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
2017 Q2	$52K	Buy	907 +49	+6%	+$2.78K	0.01%	691
2017 Q1	$47K	Hold	858	–	–	0.01%	673
2016 Q4	$43K	Sell	858 -68	-7%	-$3.45K	0.01%	748
2016 Q3	$48K	Hold	926	–	–	0.01%	720
2016 Q2	$45K	Buy	926 +15	+2%	+$746	0.01%	709
2016 Q1	$45K	Hold	911	–	–	0.01%	692
2015 Q4	$45K	Buy	911 +10	+1%	+$510	0.01%	691
2015 Q3	$44K	Buy	901 +13	+1%	+$681	0.01%	689
2015 Q2	$49K	Buy	888 +877	+7,973%	+$50.5K	0.01%	735
2015 Q1	$1K	Buy	11 +7	+175%	+$382	﹤0.01%	1635
2014 Q4	$0	Buy	+4	New	+$219	﹤0.01%	2162

Other funds holding IXUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

CCA

Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SFA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WFG Advisors's IXUS Position: Q2 2017 in Review

WFG Advisors increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 5.7% in Q2 2017, buying an estimated $2.78K and bringing the position to 907 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #691.

WFG Advisors first reported a position in IXUS in Q4 2014 and has held it in 11 quarters since. 163 funds tracked by Wall St. Rank hold IXUS as of Q2 2017.

WFG Advisors held 907 shares of iShares Core MSCI Total International Stock ETF worth $52K as of Q2 2017.
WFG Advisors bought 49 iShares Core MSCI Total International Stock ETF shares in Q2 2017, an estimated $2.78K.
iShares Core MSCI Total International Stock ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #691 holding.
WFG Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2014 and has held it in 11 quarters since.
163 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.