Catalyst Private Wealth’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Catalyst Private Wealth’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	$8.99M	Sell	94,206 -5,364	-5%	-$504K	4.34%	5
2026 Q1	$8.63M	Buy	99,570 +409	+0.4%	+$36.4K	4.67%	4
2025 Q4	$8.39M	Sell	99,161 -186	-0.2%	-$15.6K	3.67%	6
2025 Q3	$8.2M	Sell	99,347 -37,829	-28%	-$3.01M	3.6%	7
2025 Q2	$10.6M	Sell	137,176 -7,645	-5%	-$558K	4.72%	4
2025 Q1	$10.1M	Buy	144,821 +92,097	+175%	+$6.39M	4.92%	4
2024 Q4	$3.49M	Buy	52,724 +50	+0.1%	+$3.47K	1.55%	16
2024 Q3	$3.83M	Buy	52,674 +7,561	+17%	+$524K	1.88%	14
2024 Q2	$3.05M	Buy	45,113 +492	+1%	+$33.4K	1.61%	17
2024 Q1	$3.03M	Sell	44,621 -11,779	-21%	-$769K	1.59%	18
2023 Q4	$3.66M	Sell	56,400 -3,210	-5%	-$197K	1.72%	12
2023 Q3	$3.58M	Buy	59,610 +25,828	+76%	+$1.61M	2.11%	13
2023 Q2	$2.12M	Sell	33,782 -327	-1%	-$20.5K	1.33%	21
2023 Q1	$2.11M	Buy	34,109 +355	+1%	+$21.7K	1.46%	18
2022 Q4	$1.95M	Sell	33,754 -25,048	-43%	-$1.4M	1.59%	18
2022 Q3	$2.99M	Buy	58,802 +37	+0.1%	+$2.1K	2.26%	8
2022 Q2	$3.35M	Buy	58,765 +8,110	+16%	+$499K	2.37%	8
2022 Q1	$3.37M	Sell	50,655 -4,382	-8%	-$297K	1.69%	11
2021 Q4	$3.9M	Sell	55,037 -4,186	-7%	-$301K	1.68%	7
2021 Q3	$4.21M	Buy	59,223 +7,043	+13%	+$513K	1.8%	7
2021 Q2	$3.83M	Buy	52,180 +9,664	+23%	+$708K	2.12%	6
2021 Q1	$2.99M	Buy	42,516 +6,330	+17%	+$444K	2.1%	6
2020 Q4	$2.43M	Buy	36,186 +3,543	+11%	+$223K	2.13%	5
2020 Q3	$1.9M	Buy	+32,643	New	+$1.9M	1.85%	6

Other funds holding IXUS

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

TPW

Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

Catalyst Private Wealth's IXUS Position: Q2 2026 in Review

Catalyst Private Wealth reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 5.4% in Q2 2026, selling an estimated $504K and leaving 94,206 shares worth $8.99M. The position accounts for 4.34% of the portfolio, ranked #5.

Catalyst Private Wealth first reported a position in IXUS in Q3 2020 and has held it in 24 quarters since. The position peaked at $10.6M in Q2 2025. 522 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Catalyst Private Wealth held 94,206 shares of iShares Core MSCI Total International Stock ETF worth $8.99M as of Q2 2026.
Catalyst Private Wealth sold 5,364 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $504K.
iShares Core MSCI Total International Stock ETF made up 4.34% of Catalyst Private Wealth's portfolio in Q2 2026, its #5 holding.
Catalyst Private Wealth first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2020 and has held it in 24 quarters since.
Catalyst Private Wealth's iShares Core MSCI Total International Stock ETF position peaked at $10.6M in Q2 2025.
522 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Catalyst Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.