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

Connecticut 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	$2.14M	Sell	24,685 -2,047	-8%	-$182K	0.09%	96
2025 Q4	$2.26M	Sell	26,732 -289	-1%	-$24.2K	0.1%	97
2025 Q3	$2.23M	Sell	27,021 -169	-0.6%	-$13.4K	0.1%	92
2025 Q2	$2.1M	Sell	27,190 -855	-3%	-$62.4K	0.1%	92
2025 Q1	$1.96M	Sell	28,045 -3,389	-11%	-$235K	0.1%	98
2024 Q4	$2.08M	Sell	31,434 -712	-2%	-$49.4K	0.1%	78
2024 Q3	$2.33M	Sell	32,146 -680	-2%	-$47.1K	0.11%	90
2024 Q2	$2.22M	Sell	32,826 -7,819	-19%	-$530K	0.11%	93
2024 Q1	$2.76M	Sell	40,645 -747	-2%	-$48.8K	0.15%	77
2023 Q4	$2.69M	Buy	41,392 +110	+0.3%	+$6.73K	0.15%	78
2023 Q3	$2.48M	Sell	41,282 -200	-0.5%	-$12.5K	0.17%	69
2023 Q2	$2.6M	Buy	41,482 +664	+2%	+$41.6K	0.18%	60
2023 Q1	$2.53M	Buy	+40,818	New	+$2.5M	0.19%	60

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

Connecticut Wealth Management's IXUS Position: Q1 2026 in Review

Connecticut Wealth Management reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 7.7% in Q1 2026, selling an estimated $182K and leaving 24,685 shares worth $2.14M. The position accounts for 0.09% of the portfolio, ranked #96.

Connecticut Wealth Management first reported a position in IXUS in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.76M in Q1 2024. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

Connecticut Wealth Management held 24,685 shares of iShares Core MSCI Total International Stock ETF worth $2.14M as of Q1 2026.
Connecticut Wealth Management sold 2,047 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $182K.
iShares Core MSCI Total International Stock ETF made up 0.09% of Connecticut Wealth Management's portfolio in Q1 2026, its #96 holding.
Connecticut Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2023 and has held it in 13 quarters since.
Connecticut Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $2.76M in Q1 2024.
996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

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