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 Q2	$7.52K	Buy	+79	New	+$7.42K	﹤0.01%	607
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 $6.73T AUM 46.02% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Concord Wealth Partners's IXUS Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares Core MSCI Total International Stock ETF (IXUS) in Q2 2026: 79 shares worth $7.52K. The stake represents ﹤0.01% of the portfolio and ranks #607 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in IXUS as recently as Q4 2025.

Concord Wealth Partners first reported a position in IXUS in Q1 2021 and has held it in 16 quarters since. The position peaked at $26K in Q4 2021. 1,055 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Concord Wealth Partners held 79 shares of iShares Core MSCI Total International Stock ETF worth $7.52K as of Q2 2026.
iShares Core MSCI Total International Stock ETF was a new Concord Wealth Partners position in Q2 2026.
iShares Core MSCI Total International Stock ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #607 holding.
Concord Wealth Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2021 and has held it in 16 quarters since.
Concord Wealth Partners's iShares Core MSCI Total International Stock ETF position peaked at $26K in Q4 2021.
1,055 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.