Atlantic Private Wealth’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Atlantic Private Wealth’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	$4.7K	Hold	49	–	–	﹤0.01%	195
2026 Q1	$4.21K	Hold	49	–	–	﹤0.01%	209
2025 Q4	$4.12K	Buy	49 +1	+2%	+$84	﹤0.01%	212
2025 Q3	$3.94K	Hold	48	–	–	﹤0.01%	203
2025 Q2	$3.69K	Buy	+48	New	+$3.5K	﹤0.01%	202
2023 Q2	–	Sell	-668	Closed	-$41.4K	–	110
2023 Q1	$41.4K	Buy	+668	New	+$40.9K	0.04%	53
2022 Q3	–	Sell	-3,714	Closed	-$212K	–	42
2022 Q2	$212K	Buy	3,714 +30	+0.8%	+$1.85K	0.22%	38
2022 Q1	$245K	Sell	3,684 -471	-11%	-$31.9K	0.23%	37
2021 Q4	$295K	Buy	+4,155	New	+$299K	0.26%	35

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

Atlantic Private Wealth's IXUS Position: Q2 2026 in Review

Atlantic Private Wealth held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q2 2026 at 49 shares worth $4.7K. The position accounts for ﹤0.01% of the portfolio, ranked #195.

Atlantic Private Wealth first reported a position in IXUS in Q4 2021 and has held it in 9 quarters since. The position peaked at $295K in Q4 2021. 1,055 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Atlantic Private Wealth held 49 shares of iShares Core MSCI Total International Stock ETF worth $4.7K as of Q2 2026.
Atlantic Private Wealth left its iShares Core MSCI Total International Stock ETF share count unchanged in Q2 2026.
iShares Core MSCI Total International Stock ETF made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q2 2026, its #195 holding.
Atlantic Private Wealth first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2021 and has held it in 9 quarters since.
Atlantic Private Wealth's iShares Core MSCI Total International Stock ETF position peaked at $295K in Q4 2021.
1,055 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.