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

Family 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 		$6.48M Sell
74,839
-4,424
-6% -$394K 0.78% 27
2025
Q4 		$6.71M Buy
79,263
+233
+0.3% +$19.5K 0.85% 30
2025
Q3 		$6.53M Buy
79,030
+14,358
+22% +$1.14M 0.9% 27
2025
Q2 		$5M Sell
64,672
-1,877
-3% -$137K 0.75% 35
2025
Q1 		$4.65M Sell
66,549
-5,197
-7% -$360K 0.76% 36
2024
Q4 		$4.75M Sell
71,746
-17,461
-20% -$1.21M 0.76% 32
2024
Q3 		$6.48M Sell
89,207
-13,849
-13% -$959K 1.07% 21
2024
Q2 		$6.96M Sell
103,056
-17,204
-14% -$1.17M 1.22% 20
2024
Q1 		$8.16M Buy
+120,260
New +$7.85M 1.5% 16
2020
Q3 		– Sell
-44,022
Closed -$2.4M – 145
2020
Q2 		$2.4M Sell
44,022
-4,720
-10% -$243K 0.98% 34
2020
Q1 		$2.29M Sell
48,742
-9,909
-17% -$560K 1.14% 28
2019
Q4 		$3.63M Sell
58,651
-121
-0.2% -$7.25K 1.25% 24
2019
Q3 		$3.4M Buy
58,772
+3,396
+6% +$195K 1.27% 25
2019
Q2 		$3.25M Buy
55,376
+30,628
+124% +$1.79M 1.27% 22
2019
Q1 		$1.44M Sell
24,748
-5,063
-17% -$286K 0.62% 50
2018
Q4 		$1.57M Buy
+29,811
New +$1.65M 0.66% 44

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

Family Management's IXUS Position: Q1 2026 in Review

Family Management reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 5.6% in Q1 2026, selling an estimated $394K and leaving 74,839 shares worth $6.48M. The position accounts for 0.78% of the portfolio, ranked #27.

Family Management first reported a position in IXUS in Q4 2018 and has held it in 16 quarters since. The position peaked at $8.16M in Q1 2024. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Family Management held 74,839 shares of iShares Core MSCI Total International Stock ETF worth $6.48M as of Q1 2026.
  • Family Management sold 4,424 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $394K.
  • iShares Core MSCI Total International Stock ETF made up 0.78% of Family Management's portfolio in Q1 2026, its #27 holding.
  • Family Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2018 and has held it in 16 quarters since.
  • Family Management's iShares Core MSCI Total International Stock ETF position peaked at $8.16M in Q1 2024.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Family Management's 13F filing for Q1 2026, filed 15 May 2026.