Brand Asset Management Group’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Brand Asset Management Group’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	$924K	Buy	9,685 +5,810	+150%	+$546K	0.2%	78
2026 Q1	$336K	Buy	+3,875	New	+$345K	0.09%	128
2021 Q2	–	Sell	-1,511	Closed	-$106K	–	168
2021 Q1	$106K	Buy	1,511 +20	+1%	+$1.4K	0.05%	100
2020 Q4	$100K	Buy	1,491 +35	+2%	+$2.2K	0.06%	89
2020 Q3	$85K	Buy	1,456 +35	+2%	+$2.04K	0.05%	92
2020 Q2	$77K	Buy	1,421 +12	+0.9%	+$617	0.05%	95
2020 Q1	$66K	Hold	1,409	–	–	0.05%	93
2019 Q4	$87K	Buy	1,409 +27	+2%	+$1.62K	0.06%	104
2019 Q3	$80K	Buy	1,382 +18	+1%	+$1.03K	0.05%	103
2019 Q2	$80K	Buy	1,364 +205	+18%	+$11.9K	0.05%	101
2019 Q1	$67K	Sell	1,159 -95	-8%	-$5.37K	0.05%	104
2018 Q4	$66K	Buy	1,254 +27	+2%	+$1.5K	0.05%	88
2018 Q3	$74K	Buy	1,227 +10	+0.8%	+$602	0.05%	93
2018 Q2	$73K	Buy	+1,217	New	+$76.5K	0.06%	94

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

Brand Asset Management Group's IXUS Position: Q2 2026 in Review

Brand Asset Management Group increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 150% in Q2 2026, buying an estimated $546K and bringing the position to 9,685 shares worth $924K. The position accounts for 0.2% of the portfolio, ranked #78.

Brand Asset Management Group first reported a position in IXUS in Q2 2018 and has held it in 14 quarters since. 1,053 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Brand Asset Management Group held 9,685 shares of iShares Core MSCI Total International Stock ETF worth $924K as of Q2 2026.
Brand Asset Management Group bought 5,810 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $546K.
iShares Core MSCI Total International Stock ETF made up 0.2% of Brand Asset Management Group's portfolio in Q2 2026, its #78 holding.
Brand Asset Management Group first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2018 and has held it in 14 quarters since.
1,053 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Brand Asset Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.