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

AAF 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
2026 Q2	$500K	Sell	5,236 -27	-0.5%	-$2.54K	0.18%	35
2026 Q1	$456K	Sell	5,263 -560	-10%	-$49.9K	0.19%	35
2025 Q4	$493K	Sell	5,823 -22	-0.4%	-$1.84K	0.21%	34
2025 Q3	$483K	Sell	5,845 -215	-4%	-$17.1K	0.22%	34
2025 Q2	$469K	Sell	6,060 -443	-7%	-$32.3K	0.21%	34
2025 Q1	$454K	Sell	6,503 -874	-12%	-$60.6K	0.25%	31
2024 Q4	$488K	Sell	7,377 -81	-1%	-$5.62K	0.25%	32
2024 Q3	$542K	Sell	7,458 -192	-3%	-$13.3K	0.27%	31
2024 Q2	$517K	Sell	7,650 -1,746	-19%	-$118K	0.27%	30
2024 Q1	$638K	Sell	9,396 -1,056	-10%	-$68.9K	0.36%	23
2023 Q4	$679K	Sell	10,452 -24	-0.2%	-$1.47K	0.4%	23
2023 Q3	$628K	Sell	10,476 -11,732	-53%	-$732K	0.4%	22
2023 Q2	$1.39M	Sell	22,208 -1,180	-5%	-$73.9K	0.86%	16
2023 Q1	$1.45M	Sell	23,388 -2,430	-9%	-$149K	0.95%	15
2022 Q4	$1.49M	Sell	25,818 -8,925	-26%	-$498K	1.06%	14
2022 Q3	$1.77M	Sell	34,743 -22,250	-39%	-$1.26M	1.41%	13
2022 Q2	$3.25M	Sell	56,993 -23,350	-29%	-$1.44M	2.45%	9
2022 Q1	$5.31M	Sell	80,343 -185,463	-70%	-$12.6M	3.49%	9
2021 Q4	$18.9M	Buy	265,806 +22,801	+9%	+$1.64M	13.64%	4
2021 Q3	$17.3M	Buy	243,005 +10,605	+5%	+$773K	13.11%	4
2021 Q2	$17M	Buy	232,400 +14,431	+7%	+$1.06M	13.15%	4
2021 Q1	$15.3M	Buy	217,969 +7,254	+3%	+$509K	13.01%	4
2020 Q4	$14.2M	Buy	+210,715	New	+$13.2M	12.82%	3

Other funds holding IXUS

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SFA

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

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

TPW

Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

AAF Wealth Management's IXUS Position: Q2 2026 in Review

AAF Wealth Management reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.51% in Q2 2026, selling an estimated $2.54K and leaving 5,236 shares worth $500K. The position accounts for 0.18% of the portfolio, ranked #35.

AAF Wealth Management first reported a position in IXUS in Q4 2020 and has held it in 23 quarters since. The position peaked at $18.9M in Q4 2021. 523 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

AAF Wealth Management held 5,236 shares of iShares Core MSCI Total International Stock ETF worth $500K as of Q2 2026.
AAF Wealth Management sold 27 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $2.54K.
iShares Core MSCI Total International Stock ETF made up 0.18% of AAF Wealth Management's portfolio in Q2 2026, its #35 holding.
AAF Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2020 and has held it in 23 quarters since.
AAF Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $18.9M in Q4 2021.
523 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on AAF Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.