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Barrett & Company’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Barrett & Company’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 		$3.17M Buy
36,627
+5,411
+17% +$482K 1.09% 24
2025
Q4 		$2.64M Buy
31,216
+6,849
+28% +$574K 0.88% 27
2025
Q3 		$2.01M Buy
24,367
+8,410
+53% +$669K 0.69% 30
2025
Q2 		$1.23M Buy
15,957
+11,952
+298% +$873K 0.46% 38
2025
Q1 		$280K Buy
4,005
+2,775
+226% +$192K 0.12% 115
2024
Q4 		$81.3K Buy
1,230
+6
+0.5% +$416 0.03% 216
2024
Q3 		$88.9K Hold
1,224
– – 0.04% 207
2024
Q2 		$82.7K Buy
1,224
+6
+0.5% +$407 0.04% 213
2024
Q1 		$82.7K Hold
1,218
– – 0.04% 218
2023
Q4 		$79.1K Buy
1,218
+5
+0.4% +$306 0.04% 215
2023
Q3 		$72.8K Hold
1,213
– – 0.04% 210
2023
Q2 		$75.9K Buy
1,213
+5
+0.4% +$313 0.04% 217
2023
Q1 		$74.8K Sell
1,208
-10
-0.8% -$612 0.05% 213
2022
Q4 		$70.5K Hold
1,218
– – 0.05% 203
2022
Q3 		$70.5K Buy
+1,218
New +$69K 0.05% 203

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

Barrett & Company's IXUS Position: Q1 2026 in Review

Barrett & Company increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 17% in Q1 2026, buying an estimated $482K and bringing the position to 36,627 shares worth $3.17M. The position accounts for 1.09% of the portfolio, ranked #24.

Barrett & Company first reported a position in IXUS in Q3 2022 and has held it in 15 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Barrett & Company held 36,627 shares of iShares Core MSCI Total International Stock ETF worth $3.17M as of Q1 2026.
  • Barrett & Company bought 5,411 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $482K.
  • iShares Core MSCI Total International Stock ETF made up 1.09% of Barrett & Company's portfolio in Q1 2026, its #24 holding.
  • Barrett & Company first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2022 and has held it in 15 quarters since.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.