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Capital Advisors Ltd’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Capital Advisors Ltd’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 		$353K Hold
3,698
– – 0.04% 230
2026
Q1 		$320K Hold
3,698
– – 0.04% 237
2025
Q4 		$313K Hold
3,698
– – 0.04% 234
2025
Q3 		$305K Hold
3,698
– – 0.03% 232
2025
Q2 		$286K Hold
3,698
– – 0.04% 232
2025
Q1 		$258K Hold
3,698
– – 0.03% 239
2024
Q4 		$245K Hold
3,698
– – 0.03% 249
2024
Q3 		$269K Hold
3,698
– – 0.03% 235
2024
Q2 		$250K Sell
3,698
-320
-8% -$21.7K 0.03% 243
2024
Q1 		$273K Hold
4,018
– – 0.04% 235
2023
Q4 		$261K Sell
4,018
-393
-9% -$24.1K 0.04% 227
2023
Q3 		$265K Hold
4,411
– – 0.04% 215
2023
Q2 		$276K Hold
4,411
– – 0.04% 219
2023
Q1 		$273K Sell
4,411
-1,263
-22% -$77.3K 0.04% 195
2022
Q4 		$328K Hold
5,674
– – 0.06% 175
2022
Q3 		$289K Buy
5,674
+170
+3% +$9.64K 0.06% 183
2022
Q2 		$314K Hold
5,504
– – 0.06% 177
2022
Q1 		$366K Sell
5,504
-665
-11% -$45.1K 0.06% 173
2021
Q4 		$438K Hold
6,169
– – 0.07% 146
2021
Q3 		$438K Sell
6,169
-691
-10% -$50.4K 0.08% 127
2021
Q2 		$503K Hold
6,860
– – 0.09% 113
2021
Q1 		$482K Hold
6,860
– – 0.09% 108
2020
Q4 		$461K Hold
6,860
– – 0.1% 106
2020
Q3 		$400K Sell
6,860
-504
-7% -$29.4K 0.1% 109
2020
Q2 		$401K Buy
7,364
+357
+5% +$18.4K 0.11% 108
2020
Q1 		$329K Buy
7,007
+4,154
+146% +$235K 0.1% 108
2019
Q4 		$177K Hold
2,853
– – 0.05% 159
2019
Q3 		$165K Hold
2,853
– – 0.05% 160
2019
Q2 		$167K Hold
2,853
– – 0.05% 161
2019
Q1 		$166K Hold
2,853
– – 0.04% 168
2018
Q4 		$150K Buy
+2,853
New +$158K 0.04% 171

Other funds holding IXUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Capital Advisors Ltd's IXUS Position: Q2 2026 in Review

Capital Advisors Ltd held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q2 2026 at 3,698 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #230.

Capital Advisors Ltd first reported a position in IXUS in Q4 2018 and has held it in 31 quarters since. The position peaked at $503K in Q2 2021. 1,055 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Capital Advisors Ltd held 3,698 shares of iShares Core MSCI Total International Stock ETF worth $353K as of Q2 2026.
  • Capital Advisors Ltd left its iShares Core MSCI Total International Stock ETF share count unchanged in Q2 2026.
  • iShares Core MSCI Total International Stock ETF made up 0.04% of Capital Advisors Ltd's portfolio in Q2 2026, its #230 holding.
  • Capital Advisors Ltd first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2018 and has held it in 31 quarters since.
  • Capital Advisors Ltd's iShares Core MSCI Total International Stock ETF position peaked at $503K in Q2 2021.
  • 1,055 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.