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EP Wealth Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

EP Wealth 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
2026
Q2 		$18M Sell
188,288
-29,563
-14% -$2.78M 0.07% 194
2026
Q1 		$18.9M Buy
217,851
+185,276
+569% +$16.5M 0.09% 140
2025
Q4 		$2.76M Buy
+32,575
New +$2.73M 0.01% 376
2025
Q2 		$2.65M Sell
34,340
-1,833
-5% -$134K 0.02% 358
2025
Q1 		$2.53M Sell
36,173
-4,067
-10% -$282K 0.02% 329
2024
Q4 		$2.66M Buy
40,240
+7,090
+21% +$492K 0.02% 308
2024
Q3 		$2.41M Buy
33,150
+5,572
+20% +$386K 0.02% 321
2024
Q2 		$1.86M Buy
27,578
+312
+1% +$21.2K 0.02% 292
2024
Q1 		$1.85M Buy
27,266
+2,076
+8% +$136K 0.02% 282
2023
Q4 		$1.64M Sell
25,190
-710
-3% -$43.5K 0.02% 291
2023
Q3 		$1.55M Buy
25,900
+21,885
+545% +$1.36M 0.02% 266
2023
Q2 		$1.59M Buy
4,015
+222
+6% +$13.9K 0.02% 278
2023
Q1 		$206K Buy
3,793
+613
+19% +$37.5K ﹤0.01% 571
2022
Q4 		$184K Buy
+3,180
New +$177K ﹤0.01% 562
2019
Q4 		– Sell
-4,664
Closed -$269K – 424
2019
Q3 		$269K Buy
+4,664
New +$268K 0.01% 295

Other funds holding IXUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

EP Wealth Advisors's IXUS Position: Q2 2026 in Review

EP Wealth Advisors reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 14% in Q2 2026, selling an estimated $2.78M and leaving 188,288 shares worth $18M. The position accounts for 0.07% of the portfolio, ranked #194.

EP Wealth Advisors first reported a position in IXUS in Q3 2019 and has held it in 15 quarters since. The position peaked at $18.9M in Q1 2026. 1,052 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • EP Wealth Advisors held 188,288 shares of iShares Core MSCI Total International Stock ETF worth $18M as of Q2 2026.
  • EP Wealth Advisors sold 29,563 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $2.78M.
  • iShares Core MSCI Total International Stock ETF made up 0.07% of EP Wealth Advisors's portfolio in Q2 2026, its #194 holding.
  • EP Wealth Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2019 and has held it in 15 quarters since.
  • EP Wealth Advisors's iShares Core MSCI Total International Stock ETF position peaked at $18.9M in Q1 2026.
  • 1,052 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.