Corient Private Wealth
IXUS icon

Corient Private Wealth’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Corient Private Wealth’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 		$57.3M Sell
663,929
-750,795
-53% -$66.9M 0.08% 217
2025
Q4 		$115M Buy
1,414,724
+722,680
+104% +$60.6M 0.08% 223
2025
Q3 		$57.1M Sell
692,044
-38,405
-5% -$3.05M 0.09% 209
2025
Q2 		$40.1M Sell
730,449
-29,442
-4% -$2.15M 0.05% 262
2025
Q1 		$53M Sell
759,891
-34,024
-4% -$2.36M 0.09% 211
2024
Q4 		$52.5M Sell
793,915
-178,590
-18% -$12.4M 0.09% 219
2024
Q3 		$53.4M Buy
972,505
+307,282
+46% +$21.3M 0.08% 229
2024
Q2 		$45.1M Sell
665,223
-1,861,615
-74% -$126M 0.08% 240
2024
Q1 		$171M Sell
2,526,838
-1,186,908
-32% -$77.5M 0.31% 71
2023
Q4 		$241M Sell
3,713,746
-79,991
-2% -$4.9M 0.44% 44
2023
Q3 		$228M Buy
3,793,737
+42,392
+1% +$2.64M 0.52% 38
2023
Q2 		$235M Sell
3,751,345
-69,916
-2% -$4.38M 0.54% 35
2023
Q1 		$237M Sell
3,821,261
-26,514
-0.7% -$1.62M 0.64% 32
2022
Q4 		$211M Buy
+3,847,775
New +$215M 0.77% 26

Other funds holding IXUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Corient Private Wealth's IXUS Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 53% in Q1 2026, selling an estimated $66.9M and leaving 663,929 shares worth $57.3M. The position accounts for 0.08% of the portfolio, ranked #217.

Corient Private Wealth first reported a position in IXUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $241M in Q4 2023. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Corient Private Wealth held 663,929 shares of iShares Core MSCI Total International Stock ETF worth $57.3M as of Q1 2026.
  • Corient Private Wealth sold 750,795 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $66.9M.
  • iShares Core MSCI Total International Stock ETF made up 0.08% of Corient Private Wealth's portfolio in Q1 2026, its #217 holding.
  • Corient Private Wealth first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares Core MSCI Total International Stock ETF position peaked at $241M in Q4 2023.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.