Advyzon Investment Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Advyzon Investment 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	$2.71M	Sell	28,397 -1,150	-4%	-$108K	0.2%	114
2026 Q1	$2.56M	Buy	29,547 +646	+2%	+$57.5K	0.23%	104
2025 Q4	$2.45M	Buy	28,901 +2,291	+9%	+$192K	0.28%	88
2025 Q3	$2.2M	Buy	26,610 +3,745	+16%	+$298K	0.38%	56
2025 Q2	$1.77M	Buy	22,865 +15,090	+194%	+$1.1M	0.39%	52
2025 Q1	$543K	Buy	7,775 +4,442	+133%	+$308K	0.19%	101
2024 Q4	$220K	Buy	+3,333	New	+$231K	0.09%	210

Other funds holding IXUS

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

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

DADC

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Advyzon Investment Management's IXUS Position: Q2 2026 in Review

Advyzon Investment Management reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 3.9% in Q2 2026, selling an estimated $108K and leaving 28,397 shares worth $2.71M. The position accounts for 0.2% of the portfolio, ranked #114.

Advyzon Investment Management first reported a position in IXUS in Q4 2024 and has held it in 7 quarters since. 1,055 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Advyzon Investment Management held 28,397 shares of iShares Core MSCI Total International Stock ETF worth $2.71M as of Q2 2026.
Advyzon Investment Management sold 1,150 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $108K.
iShares Core MSCI Total International Stock ETF made up 0.2% of Advyzon Investment Management's portfolio in Q2 2026, its #114 holding.
Advyzon Investment Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2024 and has held it in 7 quarters since.
1,055 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.