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Evolve Private Wealth’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Evolve Private Wealth’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 		$303K Sell
3,496
-54
-2% -$4.81K 0.02% 782
2025
Q4 		$300K Buy
+3,550
New +$298K 0.02% 722

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

Evolve Private Wealth's IXUS Position: Q1 2026 in Review

Evolve Private Wealth reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 1.5% in Q1 2026, selling an estimated $4.81K and leaving 3,496 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #782.

Evolve Private Wealth first reported a position in IXUS in Q4 2025 and has held it in 2 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Evolve Private Wealth held 3,496 shares of iShares Core MSCI Total International Stock ETF worth $303K as of Q1 2026.
  • Evolve Private Wealth sold 54 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $4.81K.
  • iShares Core MSCI Total International Stock ETF made up 0.02% of Evolve Private Wealth's portfolio in Q1 2026, its #782 holding.
  • Evolve Private Wealth first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2025 and has held it in 2 quarters since.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.