CTWM
IXUS icon

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

Cherry Tree 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
Q1 		$713K Sell
8,233
-66
-0.8% -$5.88K 0.15% 81
2025
Q4 		$702K Sell
8,299
-132
-2% -$11.1K 0.15% 85
2025
Q3 		$696K Buy
8,431
+13
+0.2% +$1.03K 0.15% 79
2025
Q2 		$651K Buy
8,418
+2
+0% +$146 0.15% 80
2025
Q1 		$588K Hold
8,416
– – 0.14% 82
2024
Q4 		$557K Buy
8,416
+1
+0% +$69 0.14% 85
2024
Q3 		$611K Hold
8,415
– – 0.14% 83
2024
Q2 		$569K Buy
8,415
+213
+3% +$14.4K 0.14% 82
2024
Q1 		$557K Hold
8,202
– – 0.14% 81
2023
Q4 		$533K Buy
8,202
+2
+0% +$122 0.14% 79
2023
Q3 		$492K Sell
8,200
-82
-1% -$5.11K 0.14% 82
2023
Q2 		$519K Buy
+8,282
New +$518K 0.15% 81

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cherry Tree Wealth Management's IXUS Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.8% in Q1 2026, selling an estimated $5.88K and leaving 8,233 shares worth $713K. The position accounts for 0.15% of the portfolio, ranked #81.

Cherry Tree Wealth Management first reported a position in IXUS in Q2 2023 and has held it in 12 quarters since. 1,004 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Cherry Tree Wealth Management held 8,233 shares of iShares Core MSCI Total International Stock ETF worth $713K as of Q1 2026.
  • Cherry Tree Wealth Management sold 66 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $5.88K.
  • iShares Core MSCI Total International Stock ETF made up 0.15% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #81 holding.
  • Cherry Tree Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2023 and has held it in 12 quarters since.
  • 1,004 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.