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

Centricity 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
2025
Q2 		$800K Buy
10,348
+3,441
+50% +$251K 0.64% 32
2025
Q1 		$482K Buy
6,907
+1,186
+21% +$82.2K 0.44% 42
2024
Q4 		$378K Buy
+5,721
New +$397K 0.35% 53

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
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 $1.89T 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Centricity Wealth Management's IXUS Position: Q2 2025 in Review

Centricity Wealth Management increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 50% in Q2 2025, buying an estimated $251K and bringing the position to 10,348 shares worth $800K. The position accounts for 0.64% of the portfolio, ranked #32.

Centricity Wealth Management first reported a position in IXUS in Q4 2024 and has held it in 3 quarters since. 844 funds tracked by Wall St. Rank hold IXUS as of Q2 2025.

  • Centricity Wealth Management held 10,348 shares of iShares Core MSCI Total International Stock ETF worth $800K as of Q2 2025.
  • Centricity Wealth Management bought 3,441 iShares Core MSCI Total International Stock ETF shares in Q2 2025, an estimated $251K.
  • iShares Core MSCI Total International Stock ETF made up 0.64% of Centricity Wealth Management's portfolio in Q2 2025, its #32 holding.
  • Centricity Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2024 and has held it in 3 quarters since.
  • 844 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.