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EPG Wealth Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

EPG 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
Q1 		$247K Buy
2,849
+200
+8% +$17.8K 0.07% 171
2025
Q4 		$224K Buy
2,649
+5
+0.2% +$419 0.06% 182
2025
Q3 		$218K Sell
2,644
-294
-10% -$23.4K 0.06% 180
2025
Q2 		$227K Buy
2,938
+7
+0.2% +$511 0.07% 175
2025
Q1 		$205K Hold
2,931
– – 0.06% 224
2024
Q4 		$194K Buy
2,931
+7
+0.2% +$486 0.05% 234
2024
Q3 		$212K Buy
+2,924
New +$202K 0.05% 234
2024
Q2 		– Hold
0
– – – 257
2024
Q1 		– Sell
-2,514
Closed -$160K – 450
2023
Q4 		$160K Hold
2,514
– – 0.04% 250
2023
Q3 		$151K Hold
2,514
– – 0.05% 248
2023
Q2 		$157K Hold
2,514
– – 0.05% 243
2023
Q1 		$156K Hold
2,514
– – 0.05% 243
2022
Q4 		$146K Sell
2,514
-2,935
-54% -$164K 0.06% 222
2022
Q3 		$277K Sell
5,449
-1,725
-24% -$97.8K 0.11% 163
2022
Q2 		$409K Hold
7,174
– – 0.17% 120
2022
Q1 		$478K Sell
7,174
-430
-6% -$29.2K 0.17% 116
2021
Q4 		$539K Hold
7,604
– – 0.19% 109
2021
Q3 		$540K Hold
7,604
– – 0.22% 97
2021
Q2 		$557K Hold
7,604
– – 0.24% 96
2021
Q1 		$534K Sell
7,604
-2,833
-27% -$199K 0.26% 88
2020
Q4 		$701K Buy
+10,437
New +$656K 0.42% 54

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

EPG Wealth Management's IXUS Position: Q1 2026 in Review

EPG Wealth Management increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 7.6% in Q1 2026, buying an estimated $17.8K and bringing the position to 2,849 shares worth $247K. The position accounts for 0.07% of the portfolio, ranked #171.

EPG Wealth Management first reported a position in IXUS in Q4 2020 and has held it in 20 quarters since. The position peaked at $701K in Q4 2020. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • EPG Wealth Management held 2,849 shares of iShares Core MSCI Total International Stock ETF worth $247K as of Q1 2026.
  • EPG Wealth Management bought 200 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $17.8K.
  • iShares Core MSCI Total International Stock ETF made up 0.07% of EPG Wealth Management's portfolio in Q1 2026, its #171 holding.
  • EPG Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2020 and has held it in 20 quarters since.
  • EPG Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $701K in Q4 2020.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.