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

Cherrydale 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
Q2 		$11.9M Sell
124,908
-468
-0.4% -$44K 3.12% 9
2026
Q1 		$10.9M Sell
125,376
-5,489
-4% -$489K 3.36% 9
2025
Q4 		$11.1M Buy
130,865
+4,477
+4% +$375K 3.36% 8
2025
Q3 		$10.4M Sell
126,388
-142
-0.1% -$11.3K 3.28% 8
2025
Q2 		$9.78M Sell
126,530
-18,688
-13% -$1.36M 3.4% 8
2025
Q1 		$10.1M Sell
145,218
-2,220
-2% -$154K 4.01% 7
2024
Q4 		$9.75M Sell
147,438
-19,334
-12% -$1.34M 3.77% 8
2024
Q3 		$12.1M Sell
166,772
-9,275
-5% -$642K 4.95% 6
2024
Q2 		$11.9M Sell
176,047
-648
-0.4% -$43.9K 5.22% 6
2024
Q1 		$12M Sell
176,695
-20,502
-10% -$1.34M 5.61% 6
2023
Q4 		$12.8M Buy
197,197
+4,712
+2% +$288K 6.68% 6
2023
Q3 		$11.5M Buy
192,485
+40,046
+26% +$2.5M 6.87% 6
2023
Q2 		$9.55M Sell
152,439
-1,184
-0.8% -$74.1K 6.67% 6
2023
Q1 		$9.52M Sell
153,623
-3,947
-3% -$242K 7.21% 5
2022
Q4 		$9.12M Buy
157,570
+39,124
+33% +$2.18M 7.55% 5
2022
Q3 		$6.03M Buy
118,446
+86,829
+275% +$4.92M 5.57% 7
2022
Q2 		$1.8M Buy
+31,617
New +$1.95M 1.65% 11

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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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
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

Cherrydale Wealth Management's IXUS Position: Q2 2026 in Review

Cherrydale Wealth Management reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.37% in Q2 2026, selling an estimated $44K and leaving 124,908 shares worth $11.9M. The position accounts for 3.12% of the portfolio, ranked #9.

Cherrydale Wealth Management first reported a position in IXUS in Q2 2022 and has held it in 17 quarters since. The position peaked at $12.8M in Q4 2023. 1,051 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Cherrydale Wealth Management held 124,908 shares of iShares Core MSCI Total International Stock ETF worth $11.9M as of Q2 2026.
  • Cherrydale Wealth Management sold 468 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $44K.
  • iShares Core MSCI Total International Stock ETF made up 3.12% of Cherrydale Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Cherrydale Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2022 and has held it in 17 quarters since.
  • Cherrydale Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $12.8M in Q4 2023.
  • 1,051 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.