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 Q2	$272K	Buy	2,854 +5	+0.2%	+$470	0.07%	168
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

EPG Wealth Management's IXUS Position: Q2 2026 in Review

EPG Wealth Management increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.18% in Q2 2026, buying an estimated $470 and bringing the position to 2,854 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #168.

EPG Wealth Management first reported a position in IXUS in Q4 2020 and has held it in 21 quarters since. The position peaked at $701K in Q4 2020. 1,055 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

EPG Wealth Management held 2,854 shares of iShares Core MSCI Total International Stock ETF worth $272K as of Q2 2026.
EPG Wealth Management bought 5 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $470.
iShares Core MSCI Total International Stock ETF made up 0.07% of EPG Wealth Management's portfolio in Q2 2026, its #168 holding.
EPG Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2020 and has held it in 21 quarters since.
EPG Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $701K in Q4 2020.
1,055 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.