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

EverSource 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 		$170K Sell
1,785
-693
-28% -$65.1K 0.01% 1087
2026
Q1 		$215K Buy
2,478
+413
+20% +$36.8K 0.01% 1014
2025
Q4 		$175K Sell
2,065
-627
-23% -$52.6K 0.01% 1009
2025
Q3 		$222K Buy
2,692
+167
+7% +$13.3K 0.01% 856
2025
Q2 		$195K Sell
2,525
-161
-6% -$11.8K 0.01% 869
2025
Q1 		$188K Sell
2,686
-3,250
-55% -$225K 0.01% 688
2024
Q4 		$393K Buy
5,936
+2,698
+83% +$187K 0.02% 430
2024
Q3 		$235K Sell
3,238
-530
-14% -$36.7K 0.01% 507
2024
Q2 		$261K Sell
3,768
-392
-9% -$26.6K 0.02% 476
2024
Q1 		$276K Sell
4,160
-7,111
-63% -$464K 0.02% 399
2023
Q4 		$732K Buy
11,271
+10,051
+824% +$615K 0.07% 201
2023
Q3 		$73.2K Sell
1,220
-109
-8% -$6.8K 0.01% 681
2023
Q2 		$83.2K Buy
1,329
+1,227
+1,203% +$76.8K 0.01% 646
2023
Q1 		$6.32K Sell
102
-23
-18% -$1.41K ﹤0.01% 1556
2022
Q4 		$7.24K Hold
125
– – ﹤0.01% 1459
2022
Q3 		$6K Hold
125
– – ﹤0.01% 1295
2022
Q2 		$7K Hold
125
– – ﹤0.01% 1155
2022
Q1 		$8K Hold
125
– – ﹤0.01% 1075
2021
Q4 		$9K Buy
+125
New +$8.98K ﹤0.01% 1002

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

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

EverSource Wealth Advisors reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 28% in Q2 2026, selling an estimated $65.1K and leaving 1,785 shares worth $170K. The position accounts for 0.01% of the portfolio, ranked #1087.

EverSource Wealth Advisors first reported a position in IXUS in Q4 2021 and has held it in 19 quarters since. The position peaked at $732K in Q4 2023. 1,056 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • EverSource Wealth Advisors held 1,785 shares of iShares Core MSCI Total International Stock ETF worth $170K as of Q2 2026.
  • EverSource Wealth Advisors sold 693 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $65.1K.
  • iShares Core MSCI Total International Stock ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1087 holding.
  • EverSource Wealth Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's iShares Core MSCI Total International Stock ETF position peaked at $732K in Q4 2023.
  • 1,056 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.