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Carolinas Wealth Consulting’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-18,822
Closed -$1.31M – 487
2025
Q1 		$1.31M Buy
18,822
+757
+4% +$52.5K 0.28% 54
2024
Q4 		$1.19M Sell
18,065
-214
-1% -$14.9K 0.23% 57
2024
Q3 		$1.33M Sell
18,279
-62
-0.3% -$4.29K 0.24% 55
2024
Q2 		$1.24M Sell
18,341
-55
-0.3% -$3.73K 0.24% 55
2024
Q1 		$1.25M Buy
18,396
+373
+2% +$24.4K 0.25% 54
2023
Q4 		$1.17M Buy
18,023
+728
+4% +$44.6K 0.25% 54
2023
Q3 		$1M Sell
17,295
-227
-1% -$14.2K 0.25% 54
2023
Q2 		$1.1M Sell
17,522
-146
-0.8% -$9.14K 0.22% 66
2023
Q1 		$1.09M Buy
17,668
+449
+3% +$27.5K 0.23% 64
2022
Q4 		$997K Sell
17,219
-242
-1% -$13.5K 0.23% 62
2022
Q3 		$889K Hold
17,461
– – 0.22% 54
2022
Q2 		$996K Sell
17,461
-114
-0.6% -$7.02K 0.25% 51
2022
Q1 		$1.17M Buy
17,575
+18
+0.1% +$1.22K 0.26% 52
2021
Q4 		$1.25M Buy
17,557
+191
+1% +$13.7K 0.27% 49
2021
Q3 		$1.23M Sell
17,366
-422
-2% -$30.8K 0.29% 47
2021
Q2 		$1.3M Buy
17,788
+173
+1% +$12.7K 0.29% 46
2021
Q1 		$1.24M Sell
17,615
-40
-0.2% -$2.81K 0.3% 44
2020
Q4 		$1.19M Sell
17,655
-956
-5% -$60.1K 0.32% 45
2020
Q3 		$1.09M Sell
18,611
-2,499
-12% -$146K 0.37% 42
2020
Q2 		$1.15M Sell
21,110
-7,075
-25% -$364K 0.45% 38
2020
Q1 		$1.32M Buy
28,185
+2,534
+10% +$143K 0.72% 32
2019
Q4 		$1.57M Buy
+25,651
New +$1.54M 1.63% 18

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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Carolinas Wealth Consulting's IXUS Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q2 2025, closing a stake of 18,822 shares — an estimated $1.31M sold.

Carolinas Wealth Consulting first reported a position in IXUS in Q4 2019 and held it in 22 quarters. The position peaked at $1.57M in Q4 2019. 843 funds tracked by Wall St. Rank hold IXUS as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares Core MSCI Total International Stock ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 18,822 iShares Core MSCI Total International Stock ETF shares in Q2 2025, an estimated $1.31M.
  • Carolinas Wealth Consulting first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's iShares Core MSCI Total International Stock ETF position peaked at $1.57M in Q4 2019.
  • 843 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.