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 Q2	$2.36M	Hold	24,685	–	–	0.09%	98
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 $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

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

Connecticut Wealth Management held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q2 2026 at 24,685 shares worth $2.36M. The position accounts for 0.09% of the portfolio, ranked #98.

Connecticut Wealth Management first reported a position in IXUS in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.76M in Q1 2024. 1,055 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Connecticut Wealth Management held 24,685 shares of iShares Core MSCI Total International Stock ETF worth $2.36M as of Q2 2026.
Connecticut Wealth Management left its iShares Core MSCI Total International Stock ETF share count unchanged in Q2 2026.
iShares Core MSCI Total International Stock ETF made up 0.09% of Connecticut Wealth Management's portfolio in Q2 2026, its #98 holding.
Connecticut Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2023 and has held it in 14 quarters since.
Connecticut Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $2.76M in Q1 2024.
1,055 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.