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

Capital Advisors Wealth Management’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	$261K	Buy	+2,739	New	+$257K	0.03%	202
2023 Q3	–	Sell	-11,047	Closed	-$692K	–	141
2023 Q2	$692K	Buy	11,047 +1,009	+10%	+$63.2K	0.18%	66
2023 Q1	$622K	Sell	10,038 -71	-0.7%	-$4.35K	0.17%	70
2022 Q4	$585K	Buy	10,109 +1,367	+16%	+$76.3K	0.18%	64
2022 Q3	$445K	Sell	8,742 -992	-10%	-$56.2K	0.15%	73
2022 Q2	$555K	Buy	9,734 +4,063	+72%	+$250K	0.18%	66
2022 Q1	$378K	Buy	+5,671	New	+$385K	0.12%	82

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

Capital Advisors Wealth Management's IXUS Position: Q2 2026 in Review

Capital Advisors Wealth Management opened a new position in iShares Core MSCI Total International Stock ETF (IXUS) in Q2 2026: 2,739 shares worth $261K. The stake represents 0.03% of the portfolio and ranks #202 among its holdings. This is a return to the name: Capital Advisors Wealth Management previously reported a position in IXUS as recently as Q2 2023.

Capital Advisors Wealth Management first reported a position in IXUS in Q1 2022 and has held it in 7 quarters since. The position peaked at $692K in Q2 2023. 1,055 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Capital Advisors Wealth Management held 2,739 shares of iShares Core MSCI Total International Stock ETF worth $261K as of Q2 2026.
iShares Core MSCI Total International Stock ETF was a new Capital Advisors Wealth Management position in Q2 2026.
iShares Core MSCI Total International Stock ETF made up 0.03% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #202 holding.
Capital Advisors Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2022 and has held it in 7 quarters since.
Capital Advisors Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $692K in Q2 2023.
1,055 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.