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

ForthRight Wealth 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 Q2	$438K	Sell	4,591 -737	-14%	-$69.3K	0.11%	53
2026 Q1	$462K	Buy	5,328 +570	+12%	+$50.8K	0.13%	47
2025 Q4	$403K	Buy	4,758 +1,192	+33%	+$99.9K	0.12%	53
2025 Q3	$294K	Hold	3,566	–	–	0.09%	59
2025 Q2	$276K	Buy	3,566 +610	+21%	+$44.5K	0.09%	58
2025 Q1	$206K	Buy	+2,956	New	+$205K	0.07%	64
2024 Q4	–	Sell	-2,980	Closed	-$216K	–	62
2024 Q3	$216K	Sell	2,980 -732	-20%	-$50.7K	0.07%	61
2024 Q2	$251K	Buy	3,712 +5	+0.1%	+$339	0.09%	56
2024 Q1	$252K	Hold	3,707	–	–	0.09%	57
2023 Q4	$241K	Sell	3,707 -362	-9%	-$22.2K	0.09%	53
2023 Q3	$244K	Hold	4,069	–	–	0.11%	49
2023 Q2	$255K	Sell	4,069 -18	-0.4%	-$1.13K	0.11%	48
2023 Q1	$253K	Buy	+4,087	New	+$250K	0.12%	45
2021 Q1	–	Sell	-2,678	Closed	-$180K	–	109
2020 Q4	$180K	Buy	+2,678	New	+$168K	0.14%	32

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

ForthRight Wealth Management's IXUS Position: Q2 2026 in Review

ForthRight Wealth Management reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 14% in Q2 2026, selling an estimated $69.3K and leaving 4,591 shares worth $438K. The position accounts for 0.11% of the portfolio, ranked #53.

ForthRight Wealth Management first reported a position in IXUS in Q4 2020 and has held it in 14 quarters since. The position peaked at $462K in Q1 2026. 1,055 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

ForthRight Wealth Management held 4,591 shares of iShares Core MSCI Total International Stock ETF worth $438K as of Q2 2026.
ForthRight Wealth Management sold 737 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $69.3K.
iShares Core MSCI Total International Stock ETF made up 0.11% of ForthRight Wealth Management's portfolio in Q2 2026, its #53 holding.
ForthRight Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2020 and has held it in 14 quarters since.
ForthRight Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $462K in Q1 2026.
1,055 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.