Avantax Advisory Services’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Avantax Advisory Services’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 Q2	$4.06M	Buy	52,568 +3,435	+7%	+$251K	0.02%	524
2025 Q1	$3.43M	Sell	49,133 -99	-0.2%	-$6.87K	0.02%	533
2024 Q4	$3.26M	Sell	49,232 -5,050	-9%	-$351K	0.02%	530
2024 Q3	$3.94M	Sell	54,282 -929	-2%	-$64.3K	0.03%	462
2024 Q2	$3.73M	Buy	55,211 +5,699	+12%	+$386K	0.03%	457
2024 Q1	$3.36M	Sell	49,512 -12	-0%	-$783	0.03%	401
2023 Q4	$3.22M	Buy	49,524 +4,062	+9%	+$249K	0.03%	384
2023 Q3	$2.73M	Buy	45,462 +4,636	+11%	+$289K	0.03%	377
2023 Q2	$2.56M	Buy	40,826 +11	+0%	+$689	0.03%	387
2023 Q1	$2.53M	Buy	40,815 +2,112	+5%	+$129K	0.03%	369
2022 Q4	$2.24M	Buy	38,703 +21,913	+131%	+$1.22M	0.03%	385
2022 Q3	$855K	Sell	16,790 -1,751	-9%	-$99.3K	0.01%	604
2022 Q2	$1.06M	Sell	18,541 -1,170	-6%	-$72K	0.02%	535
2022 Q1	$1.31M	Buy	19,711 +6,634	+51%	+$450K	0.02%	472
2021 Q4	$928K	Sell	13,077 -2,866	-18%	-$206K	0.01%	544
2021 Q3	$1.13M	Sell	15,943 -2,068	-11%	-$151K	0.02%	452
2021 Q2	$1.32M	Sell	18,011 -3,035	-14%	-$222K	0.02%	416
2021 Q1	$1.48M	Buy	21,046 +3,433	+19%	+$241K	0.03%	357
2020 Q4	$1.19M	Sell	17,613 -4,786	-21%	-$301K	0.03%	363
2020 Q3	$1.31M	Buy	22,399 +15,237	+213%	+$888K	0.02%	453
2020 Q2	$391K	Sell	7,162 -2,853	-28%	-$147K	0.01%	546
2020 Q1	$470K	Sell	10,015 -4,935	-33%	-$279K	0.01%	449
2019 Q4	$929K	Buy	14,950 +822	+6%	+$49.3K	0.02%	348
2019 Q3	$814K	Buy	14,128 +1,910	+16%	+$110K	0.03%	247
2019 Q2	$716K	Buy	12,218 +1,053	+9%	+$61.4K	0.03%	239
2019 Q1	$648K	Buy	11,165 +6,747	+153%	+$381K	0.03%	241
2018 Q4	$233K	Buy	+4,418	New	+$245K	0.04%	349

Other funds holding IXUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

DADC

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Avantax Advisory Services's IXUS Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 7% in Q2 2025, buying an estimated $251K and bringing the position to 52,568 shares worth $4.06M. The position accounts for 0.02% of the portfolio, ranked #524.

Avantax Advisory Services first reported a position in IXUS in Q4 2018 and has held it in 27 quarters since. 843 funds tracked by Wall St. Rank hold IXUS as of Q2 2025.

Avantax Advisory Services held 52,568 shares of iShares Core MSCI Total International Stock ETF worth $4.06M as of Q2 2025.
Avantax Advisory Services bought 3,435 iShares Core MSCI Total International Stock ETF shares in Q2 2025, an estimated $251K.
iShares Core MSCI Total International Stock ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #524 holding.
Avantax Advisory Services first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2018 and has held it in 27 quarters since.
843 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.