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Ballentine Partners’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Ballentine Partners’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 		$406K Hold
4,252
– – 0.01% 651
2026
Q1 		$368K Sell
4,252
-1,049
-20% -$93.4K 0.01% 645
2025
Q4 		$449K Buy
5,301
+1,049
+25% +$87.9K 0.01% 543
2025
Q3 		$351K Hold
4,252
– – ﹤0.01% 644
2025
Q2 		$329K Buy
4,252
+34
+0.8% +$2.48K 0.01% 653
2025
Q1 		$294K Buy
+4,218
New +$292K 0.01% 635

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

Ballentine Partners's IXUS Position: Q2 2026 in Review

Ballentine Partners held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q2 2026 at 4,252 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #651.

Ballentine Partners first reported a position in IXUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $449K in Q4 2025. 226 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Ballentine Partners held 4,252 shares of iShares Core MSCI Total International Stock ETF worth $406K as of Q2 2026.
  • Ballentine Partners 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 Ballentine Partners's portfolio in Q2 2026, its #651 holding.
  • Ballentine Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2025 and has held it in 6 quarters since.
  • Ballentine Partners's iShares Core MSCI Total International Stock ETF position peaked at $449K in Q4 2025.
  • 226 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.