Concord Wealth Partners’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Concord Wealth Partners’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	–	Sell	-78	Closed	-$6.58K	–	506
2025 Q4	$6.58K	Buy	78 +13	+20%	+$1.09K	﹤0.01%	587
2025 Q3	$5.37K	Buy	65 +54	+491%	+$4.29K	﹤0.01%	612
2025 Q2	$878	Buy	+11	New	+$803	﹤0.01%	763
2024 Q4	–	Sell	-11	Closed	-$798	–	962
2024 Q3	$798	Buy	+11	New	+$762	﹤0.01%	860
2024 Q2	–	Sell	-11	Closed	-$734	–	888
2024 Q1	$734	Sell	11 -160	-94%	-$10.4K	﹤0.01%	804
2023 Q4	$11.1K	Sell	171 -192	-53%	-$11.8K	﹤0.01%	556
2023 Q3	$21.8K	Hold	363	–	–	﹤0.01%	497
2023 Q2	$22.7K	Buy	363 +172	+90%	+$10.8K	﹤0.01%	489
2023 Q1	$11.9K	Sell	191 -171	-47%	-$10.5K	﹤0.01%	566
2022 Q4	$21K	Buy	+362	New	+$20.2K	0.01%	519
2022 Q3	–	Sell	-362	Closed	-$21K	–	656
2022 Q2	$21K	Hold	362	–	–	0.01%	534
2022 Q1	$24K	Hold	362	–	–	0.01%	596
2021 Q4	$26K	Buy	+362	New	+$26K	0.01%	585
2021 Q3	–	Sell	-181	Closed	-$13K	–	966
2021 Q2	$13K	Hold	181	–	–	﹤0.01%	579
2021 Q1	$13K	Buy	+181	New	+$12.7K	﹤0.01%	541

Other funds holding IXUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Concord Wealth Partners's IXUS Position: Q1 2026 in Review

Concord Wealth Partners sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q1 2026, closing a stake of 78 shares — an estimated $6.58K sold.

Concord Wealth Partners first reported a position in IXUS in Q1 2021 and held it in 15 quarters. The position peaked at $26K in Q4 2021. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

Concord Wealth Partners reported no remaining iShares Core MSCI Total International Stock ETF position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 78 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $6.58K.
Concord Wealth Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2021 and held it in 15 quarters.
Concord Wealth Partners's iShares Core MSCI Total International Stock ETF position peaked at $26K in Q4 2021.
996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.