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Edge Financial Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Edge Financial Advisors’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
2025
Q4 		$4.84M Sell
57,235
-84,034
-59% -$7.05M 2.04% 12
2025
Q3 		$11.7M Sell
141,269
-12,175
-8% -$968K 5.23% 3
2025
Q2 		$11.9M Sell
153,444
-4,626
-3% -$338K 6.25% 3
2025
Q1 		$11M Buy
+158,070
New +$11M 6.97% 2
2024
Q3 		– Sell
-3,010
Closed -$203K – 98
2024
Q2 		$203K Buy
+3,010
New +$204K 0.21% 85

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Edge Financial Advisors's IXUS Position: Q4 2025 in Review

Edge Financial Advisors reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 59% in Q4 2025, selling an estimated $7.05M and leaving 57,235 shares worth $4.84M. The position accounts for 2.04% of the portfolio, ranked #12.

Edge Financial Advisors first reported a position in IXUS in Q2 2024 and has held it in 5 quarters since. The position peaked at $11.9M in Q2 2025. 963 funds tracked by Wall St. Rank hold IXUS as of Q4 2025.

  • Edge Financial Advisors held 57,235 shares of iShares Core MSCI Total International Stock ETF worth $4.84M as of Q4 2025.
  • Edge Financial Advisors sold 84,034 iShares Core MSCI Total International Stock ETF shares in Q4 2025, an estimated $7.05M.
  • iShares Core MSCI Total International Stock ETF made up 2.04% of Edge Financial Advisors's portfolio in Q4 2025, its #12 holding.
  • Edge Financial Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2024 and has held it in 5 quarters since.
  • Edge Financial Advisors's iShares Core MSCI Total International Stock ETF position peaked at $11.9M in Q2 2025.
  • 963 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.