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Forum Private Client Group’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Forum Private Client Group’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 		$10.7M Sell
111,851
-24,646
-18% -$2.32M 3.18% 10
2026
Q1 		$11.8M Sell
136,497
-18,351
-12% -$1.63M 3.92% 8
2025
Q4 		$13.1M Sell
154,848
-9,412
-6% -$789K 4.47% 7
2025
Q3 		$13.6M Sell
164,260
-137
-0.1% -$10.9K 4.83% 7
2025
Q2 		$12.7M Buy
164,397
+280
+0.2% +$20.4K 4.9% 7
2025
Q1 		$11.5M Buy
164,117
+786
+0.5% +$54.5K 4.97% 7
2024
Q4 		$10.8M Buy
163,331
+3,491
+2% +$242K 4.81% 7
2024
Q3 		$11.6M Buy
159,840
+6,254
+4% +$433K 5.16% 7
2024
Q2 		$10.4M Buy
153,586
+5,740
+4% +$389K 4.93% 8
2024
Q1 		$10M Buy
147,846
+9,830
+7% +$642K 4.85% 8
2023
Q4 		$8.96M Buy
+138,016
New +$8.45M 4.68% 8
2023
Q3 		– Sell
-124,810
Closed -$7.82M – 41
2023
Q2 		$7.82M Buy
124,810
+13,162
+12% +$824K 4.48% 7
2023
Q1 		$6.92M Buy
111,648
+8,716
+8% +$534K 4.37% 7
2022
Q4 		$5.96M Buy
102,932
+6,965
+7% +$389K 4.12% 8
2022
Q3 		$4.89M Buy
95,967
+17,640
+23% +$1,000K 3.65% 8
2022
Q2 		$4.47M Buy
78,327
+28,134
+56% +$1.73M 3.25% 10
2022
Q1 		$3.34M Buy
+50,193
New +$3.4M 2.59% 11

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

Forum Private Client Group's IXUS Position: Q2 2026 in Review

Forum Private Client Group reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 18% in Q2 2026, selling an estimated $2.32M and leaving 111,851 shares worth $10.7M. The position accounts for 3.18% of the portfolio, ranked #10.

Forum Private Client Group first reported a position in IXUS in Q1 2022 and has held it in 17 quarters since. The position peaked at $13.6M in Q3 2025. 1,054 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Forum Private Client Group held 111,851 shares of iShares Core MSCI Total International Stock ETF worth $10.7M as of Q2 2026.
  • Forum Private Client Group sold 24,646 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $2.32M.
  • iShares Core MSCI Total International Stock ETF made up 3.18% of Forum Private Client Group's portfolio in Q2 2026, its #10 holding.
  • Forum Private Client Group first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2022 and has held it in 17 quarters since.
  • Forum Private Client Group's iShares Core MSCI Total International Stock ETF position peaked at $13.6M in Q3 2025.
  • 1,054 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.