CIA
IXUS icon

Cape Investment Advisory’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Cape Investment Advisory’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 		$250K Buy
2,882
+510
+22% +$45.4K 0.08% 198
2025
Q4 		$201K Sell
2,372
-1,380
-37% -$116K 0.06% 210
2025
Q3 		$310K Sell
3,752
-1,224
-25% -$97.3K 0.3% 82
2025
Q2 		$385K Sell
4,976
-7,700
-61% -$562K 0.14% 119
2025
Q1 		$885K Buy
12,676
+1,301
+11% +$90.2K 0.35% 62
2024
Q4 		$752K Sell
11,375
-985
-8% -$68.4K 0.29% 66
2024
Q3 		$898K Buy
12,360
+4,453
+56% +$308K 0.36% 65
2024
Q2 		$534K Buy
7,907
+3,128
+65% +$212K 0.24% 75
2024
Q1 		$324K Buy
4,779
+2,071
+76% +$135K 0.15% 105
2023
Q4 		$176K Buy
2,708
+1,088
+67% +$66.6K 0.09% 160
2023
Q3 		$97.2K Sell
1,620
-147
-8% -$9.17K 0.06% 212
2023
Q2 		$111K Buy
1,767
+433
+32% +$27.1K 0.06% 192
2023
Q1 		$82.6K Buy
+1,334
New +$81.7K 0.05% 209

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

Cape Investment Advisory's IXUS Position: Q1 2026 in Review

Cape Investment Advisory increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 22% in Q1 2026, buying an estimated $45.4K and bringing the position to 2,882 shares worth $250K. The position accounts for 0.08% of the portfolio, ranked #198.

Cape Investment Advisory first reported a position in IXUS in Q1 2023 and has held it in 13 quarters since. The position peaked at $898K in Q3 2024. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Cape Investment Advisory held 2,882 shares of iShares Core MSCI Total International Stock ETF worth $250K as of Q1 2026.
  • Cape Investment Advisory bought 510 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $45.4K.
  • iShares Core MSCI Total International Stock ETF made up 0.08% of Cape Investment Advisory's portfolio in Q1 2026, its #198 holding.
  • Cape Investment Advisory first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's iShares Core MSCI Total International Stock ETF position peaked at $898K in Q3 2024.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.