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

Fermata 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	$781K	Buy	8,187 +39	+0.5%	+$3.67K	0.16%	123
2026 Q1	$706K	Sell	8,148 -32	-0.4%	-$2.85K	0.16%	117
2025 Q4	$692K	Sell	8,180 -31	-0.4%	-$2.6K	0.17%	112
2025 Q3	$678K	Buy	8,211 +149	+2%	+$11.8K	0.17%	109
2025 Q2	$623K	Sell	8,062 -449	-5%	-$32.8K	0.17%	117
2025 Q1	$594K	Buy	8,511 +113	+1%	+$7.84K	0.11%	139
2024 Q4	$555K	Sell	8,398 -127	-1%	-$8.81K	0.1%	132
2024 Q3	$619K	Buy	+8,525	New	+$590K	0.13%	106

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

Fermata Advisors's IXUS Position: Q2 2026 in Review

Fermata Advisors increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.48% in Q2 2026, buying an estimated $3.67K and bringing the position to 8,187 shares worth $781K. The position accounts for 0.16% of the portfolio, ranked #123.

Fermata Advisors first reported a position in IXUS in Q3 2024 and has held it in 8 quarters since. 1,055 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Fermata Advisors held 8,187 shares of iShares Core MSCI Total International Stock ETF worth $781K as of Q2 2026.
Fermata Advisors bought 39 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $3.67K.
iShares Core MSCI Total International Stock ETF made up 0.16% of Fermata Advisors's portfolio in Q2 2026, its #123 holding.
Fermata Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2024 and has held it in 8 quarters since.
1,055 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.