Beacon Bridge Wealth Partners’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Beacon Bridge Wealth 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	$3.21M	Buy	33,625 +1,816	+6%	+$171K	0.91%	35
2026 Q1	$2.76M	Buy	31,809 +279	+0.9%	+$24.9K	0.92%	35
2025 Q4	$2.67M	Sell	31,530 -3,663	-10%	-$307K	0.89%	35
2025 Q3	$2.91M	Buy	35,193 +366	+1%	+$29.1K	1.03%	32
2025 Q2	$2.69M	Buy	34,827 +393	+1%	+$28.7K	1.07%	32
2025 Q1	$2.4M	Buy	34,434 +2,299	+7%	+$159K	1.03%	30
2024 Q4	$2.13M	Buy	32,135 +2,659	+9%	+$185K	0.9%	32
2024 Q3	$2.14M	Buy	29,476 +2,013	+7%	+$139K	0.92%	32
2024 Q2	$1.86M	Sell	27,463 -2,334	-8%	-$158K	0.85%	33
2024 Q1	$2.02M	Buy	29,797 +1,517	+5%	+$99K	0.95%	32
2023 Q4	$1.84M	Sell	28,280 -15,040	-35%	-$921K	0.92%	29
2023 Q3	$2.6M	Sell	43,320 -217,717	-83%	-$13.6M	1.37%	21
2023 Q2	$16.3M	Buy	261,037 +154,754	+146%	+$9.69M	8.36%	2
2023 Q1	$6.58M	Buy	106,283 +28,389	+36%	+$1.74M	3.95%	8
2022 Q4	$4.51M	Buy	+77,894	New	+$4.35M	3.28%	9

Other funds holding IXUS

BlackRock New York $6.73T AUM 46.02% 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

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Beacon Bridge Wealth Partners's IXUS Position: Q2 2026 in Review

Beacon Bridge Wealth Partners increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 5.7% in Q2 2026, buying an estimated $171K and bringing the position to 33,625 shares worth $3.21M. The position accounts for 0.91% of the portfolio, ranked #35.

Beacon Bridge Wealth Partners first reported a position in IXUS in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.3M in Q2 2023. 941 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Beacon Bridge Wealth Partners held 33,625 shares of iShares Core MSCI Total International Stock ETF worth $3.21M as of Q2 2026.
Beacon Bridge Wealth Partners bought 1,816 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $171K.
iShares Core MSCI Total International Stock ETF made up 0.91% of Beacon Bridge Wealth Partners's portfolio in Q2 2026, its #35 holding.
Beacon Bridge Wealth Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and has held it in 15 quarters since.
Beacon Bridge Wealth Partners's iShares Core MSCI Total International Stock ETF position peaked at $16.3M in Q2 2023.
941 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.