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Capital Analysts LLC’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Capital Analysts LLC’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 		$7.56M Sell
87,259
-17,138
-16% -$1.53M 0.2% 107
2025
Q4 		$8.84M Sell
104,397
-21,606
-17% -$1.81M 0.24% 92
2025
Q3 		$10.4M Sell
126,003
-10,891
-8% -$866K 0.3% 77
2025
Q2 		$10.6M Sell
136,894
-22,886
-14% -$1.67M 0.35% 67
2025
Q1 		$11.2M Buy
159,780
+7,055
+5% +$489K 0.42% 56
2024
Q4 		$10.1M Buy
152,725
+4,531
+3% +$315K 0.41% 56
2024
Q3 		$10.8M Buy
148,194
+8,456
+6% +$586K 0.44% 51
2024
Q2 		$9.44M Buy
139,738
+7,712
+6% +$523K 0.42% 56
2024
Q1 		$8.96M Buy
132,026
+6,133
+5% +$400K 0.42% 56
2023
Q4 		$8.17M Buy
125,893
+9,700
+8% +$594K 0.41% 56
2023
Q3 		$6.97M Buy
116,193
+18,777
+19% +$1.17M 0.39% 57
2023
Q2 		$6.1M Buy
97,416
+89,921
+1,200% +$5.63M 0.34% 71
2023
Q1 		$464K Sell
7,495
-61,905
-89% -$3.79M 0.03% 296
2022
Q4 		$4.02M Buy
69,400
+63,628
+1,102% +$3.55M 0.25% 82
2022
Q3 		$294K Buy
5,772
+1,244
+27% +$70.5K 0.02% 317
2022
Q2 		$258K Sell
4,528
-19,717
-81% -$1.21M 0.02% 317
2022
Q1 		$1.61M Sell
24,245
-18,530
-43% -$1.26M 0.1% 177
2021
Q4 		$3.03M Buy
42,775
+3,810
+10% +$274K 0.18% 114
2021
Q3 		$2.77M Buy
38,965
+3,680
+10% +$268K 0.18% 115
2021
Q2 		$2.59M Buy
35,285
+6,518
+23% +$477K 0.17% 115
2021
Q1 		$2.02M Buy
+28,767
New +$2.02M 0.14% 134

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

Capital Analysts LLC's IXUS Position: Q1 2026 in Review

Capital Analysts LLC reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 16% in Q1 2026, selling an estimated $1.53M and leaving 87,259 shares worth $7.56M. The position accounts for 0.2% of the portfolio, ranked #107.

Capital Analysts LLC first reported a position in IXUS in Q1 2021 and has held it in 21 quarters since. The position peaked at $11.2M in Q1 2025. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Capital Analysts LLC held 87,259 shares of iShares Core MSCI Total International Stock ETF worth $7.56M as of Q1 2026.
  • Capital Analysts LLC sold 17,138 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $1.53M.
  • iShares Core MSCI Total International Stock ETF made up 0.2% of Capital Analysts LLC's portfolio in Q1 2026, its #107 holding.
  • Capital Analysts LLC first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2021 and has held it in 21 quarters since.
  • Capital Analysts LLC's iShares Core MSCI Total International Stock ETF position peaked at $11.2M in Q1 2025.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.