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Burk Holdings’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Burk Holdings’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 		$1.49M Hold
17,207
– – 0.64% 30
2025
Q4 		$1.46M Buy
+17,207
New +$1.44M 0.69% 30

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

Burk Holdings's IXUS Position: Q1 2026 in Review

Burk Holdings held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q1 2026 at 17,207 shares worth $1.49M. The position accounts for 0.64% of the portfolio, ranked #30.

Burk Holdings first reported a position in IXUS in Q4 2025 and has held it in 2 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Burk Holdings held 17,207 shares of iShares Core MSCI Total International Stock ETF worth $1.49M as of Q1 2026.
  • Burk Holdings left its iShares Core MSCI Total International Stock ETF share count unchanged in Q1 2026.
  • iShares Core MSCI Total International Stock ETF made up 0.64% of Burk Holdings's portfolio in Q1 2026, its #30 holding.
  • Burk Holdings first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2025 and has held it in 2 quarters since.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.