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Burt Wealth Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Burt Wealth Advisors’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
2025
Q3 		$4.4M Sell
53,284
-562
-1% -$44.7K 1.08% 21
2025
Q2 		$4.16M Buy
53,846
+2,110
+4% +$154K 0.95% 22
2025
Q1 		$3.61M Buy
51,736
+395
+0.8% +$27.4K 0.9% 23
2024
Q4 		$3.4M Hold
51,341
– – 0.86% 22
2024
Q3 		$3.73M Sell
51,341
-412
-0.8% -$28.5K 0.92% 22
2024
Q2 		$3.5M Sell
51,753
-7,382
-12% -$501K 0.92% 22
2024
Q1 		$4.01M Buy
59,135
+6,829
+13% +$446K 1.02% 20
2023
Q4 		$3.4M Buy
52,306
+4,704
+10% +$288K 0.97% 22
2023
Q3 		$2.86M Hold
47,602
– – 0.88% 21
2023
Q2 		$2.98M Hold
47,602
– – 0.9% 18
2023
Q1 		$2.95M Sell
47,602
-215
-0.4% -$13.2K 0.92% 18
2022
Q4 		$2.77M Buy
47,817
+21,005
+78% +$1.17M 0.93% 19
2022
Q3 		$1.36M Buy
26,812
+854
+3% +$48.4K 0.55% 17
2022
Q2 		$1.48M Buy
25,958
+11,291
+77% +$695K 0.51% 19
2022
Q1 		$977K Sell
14,667
-22,130
-60% -$1.5M 0.29% 31
2021
Q4 		$2.61M Buy
36,797
+23,435
+175% +$1.68M 0.85% 18
2021
Q3 		$949K Hold
13,362
– – 0.3% 25
2021
Q2 		$979K Hold
13,362
– – 0.35% 22
2021
Q1 		$939K Sell
13,362
-250
-2% -$17.5K 0.35% 24
2020
Q4 		$915K Hold
13,612
– – 0.32% 25
2020
Q3 		$794K Sell
13,612
-796
-6% -$46.4K 0.3% 26
2020
Q2 		$786K Sell
14,408
-13,179
-48% -$678K 0.32% 24
2020
Q1 		$1.3M Buy
27,587
+26,825
+3,520% +$1.52M 0.58% 19
2019
Q4 		$47K Hold
762
– – 0.02% 173
2019
Q3 		$44K Hold
762
– – 0.02% 179
2019
Q2 		$45K Hold
762
– – 0.02% 174
2019
Q1 		$44K Sell
762
-25,121
-97% -$1.42M 0.02% 182
2018
Q4 		$1.36M Buy
+25,883
New +$1.44M 0.64% 22

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Burt Wealth Advisors's IXUS Position: Q3 2025 in Review

Burt Wealth Advisors reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 1% in Q3 2025, selling an estimated $44.7K and leaving 53,284 shares worth $4.4M. The position accounts for 1.08% of the portfolio, ranked #21.

Burt Wealth Advisors first reported a position in IXUS in Q4 2018 and has held it in 28 quarters since. 851 funds tracked by Wall St. Rank hold IXUS as of Q3 2025.

  • Burt Wealth Advisors held 53,284 shares of iShares Core MSCI Total International Stock ETF worth $4.4M as of Q3 2025.
  • Burt Wealth Advisors sold 562 iShares Core MSCI Total International Stock ETF shares in Q3 2025, an estimated $44.7K.
  • iShares Core MSCI Total International Stock ETF made up 1.08% of Burt Wealth Advisors's portfolio in Q3 2025, its #21 holding.
  • Burt Wealth Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2018 and has held it in 28 quarters since.
  • 851 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.