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

Wooster Corthell 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
Q3 		– Sell
-3,796
Closed -$207K – 48
2020
Q2 		$207K Sell
3,796
-1,083
-22% -$55.7K 0.07% 46
2020
Q1 		$229K Buy
+4,879
New +$276K 0.09% 41

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 $16.5B AUM 19.94% 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

Wooster Corthell Wealth Management's IXUS Position: Q3 2020 in Review

Wooster Corthell Wealth Management sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q3 2020, closing a stake of 3,796 shares — an estimated $207K sold.

Wooster Corthell Wealth Management first reported a position in IXUS in Q1 2020 and held it in 2 quarters. The position peaked at $229K in Q1 2020. 389 funds tracked by Wall St. Rank hold IXUS as of Q3 2020.

  • Wooster Corthell Wealth Management reported no remaining iShares Core MSCI Total International Stock ETF position as of Q3 2020 after selling out during the quarter.
  • Wooster Corthell Wealth Management sold 3,796 iShares Core MSCI Total International Stock ETF shares in Q3 2020, an estimated $207K.
  • Wooster Corthell Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2020 and held it in 2 quarters.
  • Wooster Corthell Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $229K in Q1 2020.
  • 389 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2020.

Based on Wooster Corthell Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.