Amplius Wealth Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Amplius Wealth Advisors’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	$3.8M	Sell	39,818 -2,036	-5%	-$191K	0.28%	39
2026 Q1	$3.63M	Buy	41,854 +299	+0.7%	+$26.6K	0.3%	37
2025 Q4	$3.52M	Sell	41,555 -10	-0%	-$838	0.3%	39
2025 Q3	$3.43M	Sell	41,565 -15,246	-27%	-$1.21M	0.3%	39
2025 Q2	$4.39M	Buy	56,811 +16,290	+40%	+$1.19M	0.41%	38
2025 Q1	$2.83M	Sell	40,521 -1,670	-4%	-$116K	0.29%	44
2024 Q4	$2.79M	Sell	42,191 -4,793	-10%	-$333K	0.29%	43
2024 Q3	$3.41M	Sell	46,984 -2,312	-5%	-$160K	0.37%	39
2024 Q2	$3.33M	Sell	49,296 -1,304	-3%	-$88.4K	0.37%	40
2024 Q1	$3.43M	Sell	50,600 -46	-0.1%	-$3K	0.38%	40
2023 Q4	$3.29M	Sell	50,646 -17,721	-26%	-$1.08M	0.4%	40
2023 Q3	$4.1M	Sell	68,367 -2,247	-3%	-$140K	0.55%	36
2023 Q2	$4.42M	Buy	70,614 +12,234	+21%	+$766K	0.6%	34
2023 Q1	$3.62M	Buy	58,380 +15,995	+38%	+$979K	0.52%	36
2022 Q4	$2.45M	Sell	42,385 -36,106	-46%	-$2.01M	0.39%	43
2022 Q3	$4M	Buy	78,491 +3,969	+5%	+$225K	0.71%	29
2022 Q2	$4.25M	Sell	74,522 -61,929	-45%	-$3.81M	0.69%	29
2022 Q1	$9.08M	Sell	136,451 -22,796	-14%	-$1.55M	1.4%	20
2021 Q4	$11.3M	Buy	+159,247	New	+$11.4M	1.56%	15

Other funds holding IXUS

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

LWMT

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

ASW

Astoria Strategic Wealth Conroe, Texas $438M AUM 16.79% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWM

Magnolia Wealth Management Dothan, Alabama $191M AUM 17.58% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Amplius Wealth Advisors's IXUS Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 4.9% in Q2 2026, selling an estimated $191K and leaving 39,818 shares worth $3.8M. The position accounts for 0.28% of the portfolio, ranked #39.

Amplius Wealth Advisors first reported a position in IXUS in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.3M in Q4 2021. 223 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Amplius Wealth Advisors held 39,818 shares of iShares Core MSCI Total International Stock ETF worth $3.8M as of Q2 2026.
Amplius Wealth Advisors sold 2,036 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $191K.
iShares Core MSCI Total International Stock ETF made up 0.28% of Amplius Wealth Advisors's portfolio in Q2 2026, its #39 holding.
Amplius Wealth Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2021 and has held it in 19 quarters since.
Amplius Wealth Advisors's iShares Core MSCI Total International Stock ETF position peaked at $11.3M in Q4 2021.
223 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

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