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Clearstead Trust’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Clearstead Trust’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 		$883K Buy
9,253
+1,300
+16% +$122K 0.12% 79
2026
Q1 		$689K Buy
7,953
+4,044
+103% +$360K 0.11% 94
2025
Q4 		$331K Sell
3,909
-5,037
-56% -$422K 0.05% 148
2025
Q3 		$739K Buy
8,946
+8,679
+3,251% +$690K 0.13% 89
2025
Q2 		$20.6K Buy
+267
New +$19.5K ﹤0.01% 424

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

Clearstead Trust's IXUS Position: Q2 2026 in Review

Clearstead Trust increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 16% in Q2 2026, buying an estimated $122K and bringing the position to 9,253 shares worth $883K. The position accounts for 0.12% of the portfolio, ranked #79.

Clearstead Trust first reported a position in IXUS in Q2 2025 and has held it in 5 quarters since. 1,054 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Clearstead Trust held 9,253 shares of iShares Core MSCI Total International Stock ETF worth $883K as of Q2 2026.
  • Clearstead Trust bought 1,300 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $122K.
  • iShares Core MSCI Total International Stock ETF made up 0.12% of Clearstead Trust's portfolio in Q2 2026, its #79 holding.
  • Clearstead Trust first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,054 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.