Brandywine Oak Private Wealth’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Brandywine Oak Private Wealth’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	$2.3M	Buy	24,118 +354	+1%	+$33.3K	0.17%	65
2026 Q1	$2.06M	Buy	23,764 +46	+0.2%	+$4.1K	0.17%	64
2025 Q4	$2.01M	Buy	23,718 +39	+0.2%	+$3.27K	0.17%	66
2025 Q3	$1.96M	Buy	23,679 +329	+1%	+$26.2K	0.17%	67
2025 Q2	$1.81M	Sell	23,350 -6,476	-22%	-$473K	0.17%	68
2025 Q1	$2.08M	Sell	29,826 -105	-0.4%	-$7.28K	0.2%	61
2024 Q4	$1.98M	Buy	29,931 +542	+2%	+$37.6K	0.19%	63
2024 Q3	$2.13M	Sell	29,389 -10	-0%	-$693	0.21%	62
2024 Q2	$1.99M	Buy	29,399 +101	+0.3%	+$6.85K	0.2%	63
2024 Q1	$1.99M	Sell	29,298 -279	-0.9%	-$18.2K	0.21%	63
2023 Q4	$1.92M	Buy	29,577 +50	+0.2%	+$3.06K	0.21%	64
2023 Q3	$1.77M	Sell	29,527 -3,519	-11%	-$219K	0.21%	63
2023 Q2	$2.07M	Buy	33,046 +752	+2%	+$47.1K	0.23%	61
2023 Q1	$2M	Sell	32,294 -2,557	-7%	-$157K	0.23%	62
2022 Q4	$2.02M	Sell	34,851 -1,725	-5%	-$96.3K	0.25%	61
2022 Q3	$1.86M	Sell	36,576 -6,351	-15%	-$360K	0.25%	62
2022 Q2	$2.45M	Buy	42,927 +462	+1%	+$28.4K	0.31%	46
2022 Q1	$2.83M	Buy	42,465 +3,679	+9%	+$250K	0.32%	54
2021 Q4	$2.74M	Buy	38,786 +7,516	+24%	+$540K	0.3%	61
2021 Q3	$2.24M	Buy	31,270 +338	+1%	+$24.6K	0.26%	67
2021 Q2	$2.27M	Buy	30,932 +778	+3%	+$57K	0.26%	64
2021 Q1	$2.12M	Sell	30,154 -2,417	-7%	-$170K	0.31%	55
2020 Q4	$2.19M	Sell	32,571 -5,325	-14%	-$335K	0.33%	51
2020 Q3	$2.21M	Sell	37,896 -1,941	-5%	-$113K	0.37%	45
2020 Q2	$2.17M	Buy	39,837 +11,469	+40%	+$590K	0.39%	45
2020 Q1	$1.33M	Buy	28,368 +7,217	+34%	+$408K	0.27%	60
2019 Q4	$1.31M	Buy	21,151 +690	+3%	+$41.3K	0.24%	65
2019 Q3	$1.18M	Sell	20,461 -5,508	-21%	-$316K	0.22%	64
2019 Q2	$1.52M	Buy	25,969 +542	+2%	+$31.6K	0.3%	55
2019 Q1	$1.48M	Buy	25,427 +728	+3%	+$41.1K	0.31%	50
2018 Q4	$1.29M	Buy	+24,699	New	+$1.37M	0.29%	57

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

Brandywine Oak Private Wealth's IXUS Position: Q2 2026 in Review

Brandywine Oak Private Wealth increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 1.5% in Q2 2026, buying an estimated $33.3K and bringing the position to 24,118 shares worth $2.3M. The position accounts for 0.17% of the portfolio, ranked #65.

Brandywine Oak Private Wealth first reported a position in IXUS in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.83M in Q1 2022. 1,053 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Brandywine Oak Private Wealth held 24,118 shares of iShares Core MSCI Total International Stock ETF worth $2.3M as of Q2 2026.
Brandywine Oak Private Wealth bought 354 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $33.3K.
iShares Core MSCI Total International Stock ETF made up 0.17% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #65 holding.
Brandywine Oak Private Wealth first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2018 and has held it in 31 quarters since.
Brandywine Oak Private Wealth's iShares Core MSCI Total International Stock ETF position peaked at $2.83M in Q1 2022.
1,053 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.