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

Accredited 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
2025
Q3 		$9.9M Sell
24,281
-87,133
-78% -$6.93M 7.38% 2
2025
Q2 		$8.61M Sell
111,414
-6,814
-6% -$497K 6.98% 2
2025
Q1 		$8.25M Buy
118,228
+5,549
+5% +$385K 6.97% 2
2024
Q4 		$7.45M Buy
+112,679
New +$7.82M 6.52% 3

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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Accredited Wealth Management's IXUS Position: Q3 2025 in Review

Accredited Wealth Management reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 78% in Q3 2025, selling an estimated $6.93M and leaving 24,281 shares worth $9.9M. The position accounts for 7.38% of the portfolio, ranked #2.

Accredited Wealth Management first reported a position in IXUS in Q4 2024 and has held it in 4 quarters since. 851 funds tracked by Wall St. Rank hold IXUS as of Q3 2025.

  • Accredited Wealth Management held 24,281 shares of iShares Core MSCI Total International Stock ETF worth $9.9M as of Q3 2025.
  • Accredited Wealth Management sold 87,133 iShares Core MSCI Total International Stock ETF shares in Q3 2025, an estimated $6.93M.
  • iShares Core MSCI Total International Stock ETF made up 7.38% of Accredited Wealth Management's portfolio in Q3 2025, its #2 holding.
  • Accredited Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2024 and has held it in 4 quarters since.
  • 851 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.