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

Angeles 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
Q1 		$15.5M Sell
178,509
-3,976
-2% -$354K 0.84% 21
2025
Q4 		$15.4M Sell
182,485
-377
-0.2% -$31.6K 0.85% 20
2025
Q3 		$15.1M Sell
182,862
-5,370
-3% -$427K 0.93% 20
2025
Q2 		$14.6M Sell
188,232
-3,644
-2% -$266K 1% 19
2025
Q1 		$13.4M Sell
191,876
-857
-0.4% -$59.4K 1.11% 17
2024
Q4 		$12.7M Sell
192,733
-2,375
-1% -$165K 1.05% 18
2024
Q3 		$14.2M Sell
195,108
-6,310
-3% -$437K 1.22% 17
2024
Q2 		$13.6M Sell
201,418
-11,085
-5% -$752K 1.28% 19
2024
Q1 		$14.4M Sell
212,503
-134,598
-39% -$8.79M 1.44% 18
2023
Q4 		$22.5M Sell
347,101
-679
-0.2% -$41.6K 2.75% 9
2023
Q3 		$20.9M Sell
347,780
-850
-0.2% -$53K 2.95% 9
2023
Q2 		$21.8M Sell
348,630
-18,600
-5% -$1.16M 2.98% 10
2023
Q1 		$22.7M Buy
367,230
+350
+0.1% +$21.4K 3.38% 7
2022
Q4 		$21.2M Buy
366,880
+331,500
+937% +$18.5M 3.72% 8
2022
Q3 		$1.8M Sell
35,380
-18,075
-34% -$1.02M 0.36% 36
2022
Q2 		$3.05M Buy
+53,455
New +$3.29M 0.61% 27

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Angeles Wealth Management's IXUS Position: Q1 2026 in Review

Angeles Wealth Management reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 2.2% in Q1 2026, selling an estimated $354K and leaving 178,509 shares worth $15.5M. The position accounts for 0.84% of the portfolio, ranked #21.

Angeles Wealth Management first reported a position in IXUS in Q2 2022 and has held it in 16 quarters since. The position peaked at $22.7M in Q1 2023. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Angeles Wealth Management held 178,509 shares of iShares Core MSCI Total International Stock ETF worth $15.5M as of Q1 2026.
  • Angeles Wealth Management sold 3,976 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $354K.
  • iShares Core MSCI Total International Stock ETF made up 0.84% of Angeles Wealth Management's portfolio in Q1 2026, its #21 holding.
  • Angeles Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2022 and has held it in 16 quarters since.
  • Angeles Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $22.7M in Q1 2023.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.