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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
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 		$30.8K 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
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

Baron Silver Stevens Financial Advisors's IXUS Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 2.2% in Q1 2026, buying an estimated $268K and bringing the position to 138,261 shares worth $12M. The position accounts for 1.74% of the portfolio, ranked #17.

Baron Silver Stevens Financial Advisors first reported a position in IXUS in Q4 2020 and has held it in 22 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Baron Silver Stevens Financial Advisors held 138,261 shares of iShares Core MSCI Total International Stock ETF worth $12M as of Q1 2026.
  • Baron Silver Stevens Financial Advisors bought 3,013 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $268K.
  • iShares Core MSCI Total International Stock ETF made up 1.74% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #17 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 22 quarters since.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.