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Wilbanks Smith & Thomas Asset Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Wilbanks Smith & Thomas Asset 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 		– Sell
-465
Closed -$28K – 840
2018
Q3 		$28K Buy
+465
New +$28K ﹤0.01% 807

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

Wilbanks Smith & Thomas Asset Management's IXUS Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q4 2018, closing a stake of 465 shares — an estimated $28K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IXUS in Q3 2018 and held it in 1 quarter. The position peaked at $28K in Q3 2018. 333 funds tracked by Wall St. Rank hold IXUS as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining iShares Core MSCI Total International Stock ETF position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 465 iShares Core MSCI Total International Stock ETF shares in Q4 2018, an estimated $28K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's iShares Core MSCI Total International Stock ETF position peaked at $28K in Q3 2018.
  • 333 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.