Essex Financial Services’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.77M | Buy |
31,941
+882
| +3% | +$78.6K | 0.16% | 139 |
|
|
2025
Q4 | $2.63M | Buy |
31,059
+1,062
| +4% | +$89K | 0.15% | 139 |
|
|
2025
Q3 | $2.48M | Sell |
29,997
-681
| -2% | -$54.1K | 0.15% | 137 |
|
|
2025
Q2 | $2.37M | Buy |
30,678
+2,532
| +9% | +$185K | 0.16% | 140 |
|
|
2025
Q1 | $1.96M | Sell |
28,146
-1,711
| -6% | -$119K | 0.14% | 141 |
|
|
2024
Q4 | $1.97M | Sell |
29,857
-2,590
| -8% | -$180K | 0.14% | 138 |
|
|
2024
Q3 | $2.29M | Sell |
32,447
-20,751
| -39% | -$1.44M | 0.16% | 118 |
|
|
2024
Q2 | $3.54M | Buy |
53,198
+7,758
| +17% | +$526K | 0.26% | 83 |
|
|
2024
Q1 | $3.08M | Sell |
45,440
-522
| -1% | -$34.1K | 0.28% | 80 |
|
|
2023
Q4 | $2.98M | Sell |
45,962
-687
| -1% | -$42.1K | 0.31% | 73 |
|
|
2023
Q3 | $2.8M | Buy |
46,649
+6,728
| +17% | +$420K | 0.32% | 71 |
|
|
2023
Q2 | $2.5M | Buy |
39,921
+27
| +0.1% | +$1.69K | 0.28% | 74 |
|
|
2023
Q1 | $2.47M | Buy |
39,894
+3,825
| +11% | +$234K | 0.26% | 91 |
|
|
2022
Q4 | $2.09M | Sell |
36,069
-7,823
| -18% | -$437K | 0.22% | 101 |
|
|
2022
Q3 | $2.23M | Sell |
43,892
-1,304
| -3% | -$73.9K | 0.27% | 90 |
|
|
2022
Q2 | $2.58M | Sell |
45,196
-264
| -0.6% | -$16.3K | 0.29% | 85 |
|
|
2022
Q1 | $3.03M | Buy |
45,460
+2,254
| +5% | +$153K | 0.29% | 86 |
|
|
2021
Q4 | $3.06M | Sell |
43,206
-153
| -0.4% | -$11K | 0.3% | 79 |
|
|
2021
Q3 | $3.08M | Buy |
43,359
+8,754
| +25% | +$638K | 0.35% | 66 |
|
|
2021
Q2 | $2.43M | Hold |
34,605
| – | – | 0.35% | 64 |
|
|
2021
Q1 | $2.43M | Buy |
34,605
+2,428
| +8% | +$170K | 0.44% | 57 |
|
|
2020
Q4 | $2.16M | Buy |
32,177
+10,896
| +51% | +$685K | 0.43% | 60 |
|
|
2020
Q3 | $1.24M | Buy |
21,281
+4,391
| +26% | +$256K | 0.31% | 78 |
|
|
2020
Q2 | $921K | Sell |
16,890
-9,776
| -37% | -$503K | 0.28% | 87 |
|
|
2020
Q1 | $1.25M | Buy |
26,666
+5,709
| +27% | +$323K | 0.45% | 56 |
|
|
2019
Q4 | $1.3M | Buy |
20,957
+2,563
| +14% | +$154K | 0.36% | 70 |
|
|
2019
Q3 | $1.06M | Buy |
18,394
+7,802
| +74% | +$448K | 0.34% | 78 |
|
|
2019
Q2 | $621K | Buy |
10,592
+228
| +2% | +$13.3K | 0.18% | 119 |
|
|
2019
Q1 | $602K | Sell |
10,364
-532
| -5% | -$30.1K | 0.18% | 117 |
|
|
2018
Q4 | $572K | Buy |
+10,896
| New | +$605K | 0.18% | 119 |
|
|
2018
Q2 | – | Sell |
-39,506
| Closed | -$2.49M | – | 318 |
|
|
2018
Q1 | $2.49M | Buy |
+39,506
| New | +$2.54M | 0.49% | 54 |
|
|
2017
Q3 | – | Sell |
-26,817
| Closed | -$1.54M | – | 316 |
|
|
2017
Q2 | $1.54M | Buy |
26,817
+11,087
| +70% | +$630K | 0.32% | 81 |
|
|
2017
Q1 | $861K | Buy |
+15,730
| New | +$838K | 0.2% | 114 |
|
Other funds holding IXUS
AA
DADC
Essex Financial Services's IXUS Position: Q1 2026 in Review
Essex Financial Services increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 2.8% in Q1 2026, buying an estimated $78.6K and bringing the position to 31,941 shares worth $2.77M. The position accounts for 0.16% of the portfolio, ranked #139.
Essex Financial Services first reported a position in IXUS in Q1 2017 and has held it in 33 quarters since. The position peaked at $3.54M in Q2 2024. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.
- Essex Financial Services held 31,941 shares of iShares Core MSCI Total International Stock ETF worth $2.77M as of Q1 2026.
- Essex Financial Services bought 882 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $78.6K.
- iShares Core MSCI Total International Stock ETF made up 0.16% of Essex Financial Services's portfolio in Q1 2026, its #139 holding.
- Essex Financial Services first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2017 and has held it in 33 quarters since.
- Essex Financial Services's iShares Core MSCI Total International Stock ETF position peaked at $3.54M in Q2 2024.
- 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.
Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.