Baron Silver Stevens Financial Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Baron Silver Stevens Financial 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	$13.6M	Buy	142,981 +4,720	+3%	+$444K	1.73%	19
2026 Q1	$12M	Buy	138,261 +3,013	+2%	+$268K	1.74%	17
2025 Q4	$11.4M	Buy	135,248 +10,460	+8%	+$877K	1.65%	17
2025 Q3	$10.3M	Buy	124,788 +6,501	+5%	+$517K	1.51%	18
2025 Q2	$9.14M	Buy	118,287 +7,431	+7%	+$543K	1.46%	20
2025 Q1	$7.74M	Buy	110,856 +13,540	+14%	+$939K	1.35%	22
2024 Q4	$6.44M	Buy	97,316 +4,046	+4%	+$281K	1.09%	22
2024 Q3	$6.77M	Buy	93,270 +9,097	+11%	+$630K	1.18%	21
2024 Q2	$5.69M	Buy	84,173 +1,880	+2%	+$127K	1.08%	23
2024 Q1	$5.58M	Buy	82,293 +1,337	+2%	+$87.3K	1.08%	23
2023 Q4	$5.26M	Sell	80,956 -5,478	-6%	-$335K	1.1%	21
2023 Q3	$5.19M	Buy	86,434 +2,293	+3%	+$143K	1.17%	21
2023 Q2	$5.27M	Buy	84,141 +11,322	+16%	+$709K	1.16%	21
2023 Q1	$4.51M	Sell	72,819 -7,732	-10%	-$473K	1.17%	21
2022 Q4	$4.66M	Sell	80,551 -3,265	-4%	-$182K	1.15%	21
2022 Q3	$30.8M	Buy	83,816 +12,456	+17%	+$706K	8.39%	2
2022 Q2	$4.07M	Buy	71,360 +33,854	+90%	+$2.08M	1.05%	22
2022 Q1	$2.5M	Buy	37,506 +5,827	+18%	+$395K	0.59%	27
2021 Q4	$2.25M	Buy	31,679 +2,890	+10%	+$208K	0.53%	28
2021 Q3	$2.04M	Buy	28,789 +5,219	+22%	+$380K	0.54%	27
2021 Q2	$1.73M	Buy	23,570 +1,603	+7%	+$117K	0.47%	27
2021 Q1	$1.54M	Buy	21,967 +1,076	+5%	+$75.5K	0.84%	16
2020 Q4	$1.4M	Buy	+20,891	New	+$1.31M	0.48%	23

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

Baron Silver Stevens Financial Advisors's IXUS Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 3.4% in Q2 2026, buying an estimated $444K and bringing the position to 142,981 shares worth $13.6M. The position accounts for 1.73% of the portfolio, ranked #19.

Baron Silver Stevens Financial Advisors first reported a position in IXUS in Q4 2020 and has held it in 23 quarters since. The position peaked at $30.8M in Q3 2022. 1,055 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Baron Silver Stevens Financial Advisors held 142,981 shares of iShares Core MSCI Total International Stock ETF worth $13.6M as of Q2 2026.
Baron Silver Stevens Financial Advisors bought 4,720 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $444K.
iShares Core MSCI Total International Stock ETF made up 1.73% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #19 holding.
Baron Silver Stevens Financial Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2020 and has held it in 23 quarters since.
Baron Silver Stevens Financial Advisors's iShares Core MSCI Total International Stock ETF position peaked at $30.8M in Q3 2022.
1,055 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.