CWP
IXUS icon

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

Cyndeo 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 		$3.24M Buy
37,441
+334
+0.9% +$29.8K 0.17% 133
2025
Q4 		$3.14M Buy
37,107
+1,955
+6% +$164K 0.17% 128
2025
Q3 		$2.9M Buy
35,152
+62
+0.2% +$4.93K 0.16% 138
2025
Q2 		$2.71M Sell
35,090
-155
-0.4% -$11.3K 0.16% 142
2025
Q1 		$2.46M Sell
35,245
-6,840
-16% -$474K 0.16% 144
2024
Q4 		$2.78M Buy
42,085
+4,126
+11% +$286K 0.19% 137
2024
Q3 		$2.76M Buy
37,959
+6,299
+20% +$436K 0.19% 137
2024
Q2 		$2.14M Buy
31,660
+7,595
+32% +$515K 0.17% 154
2024
Q1 		$1.63M Buy
24,065
+13,057
+119% +$852K 0.14% 166
2023
Q4 		$715K Buy
+11,008
New +$674K 0.07% 217

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

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

Cyndeo Wealth Partners increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.9% in Q1 2026, buying an estimated $29.8K and bringing the position to 37,441 shares worth $3.24M. The position accounts for 0.17% of the portfolio, ranked #133.

Cyndeo Wealth Partners first reported a position in IXUS in Q4 2023 and has held it in 10 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Cyndeo Wealth Partners held 37,441 shares of iShares Core MSCI Total International Stock ETF worth $3.24M as of Q1 2026.
  • Cyndeo Wealth Partners bought 334 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $29.8K.
  • iShares Core MSCI Total International Stock ETF made up 0.17% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #133 holding.
  • Cyndeo Wealth Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2023 and has held it in 10 quarters since.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.