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

Golden State 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 Q1	$1.63M	Buy	18,845 +1,507	+9%	+$134K	0.18%	115
2025 Q4	$1.47M	Buy	17,338 +16,624	+2,328%	+$1.39M	0.16%	110
2025 Q3	$59K	Buy	714 +1	+0.1%	+$79	0.01%	632
2025 Q2	$55.2K	Buy	713 +95	+15%	+$6.94K	0.01%	620
2025 Q1	$43.1K	Buy	618 +352	+132%	+$24.4K	0.01%	623
2024 Q4	$17.6K	Buy	+266	New	+$18.5K	﹤0.01%	797
2019 Q3	–	Sell	-200	Closed	-$11K	–	1104
2019 Q2	$11K	Buy	+200	New	+$11.7K	﹤0.01%	731

Other funds holding IXUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Golden State Wealth Management's IXUS Position: Q1 2026 in Review

Golden State Wealth Management increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 8.7% in Q1 2026, buying an estimated $134K and bringing the position to 18,845 shares worth $1.63M. The position accounts for 0.18% of the portfolio, ranked #115.

Golden State Wealth Management first reported a position in IXUS in Q2 2019 and has held it in 7 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

Golden State Wealth Management held 18,845 shares of iShares Core MSCI Total International Stock ETF worth $1.63M as of Q1 2026.
Golden State Wealth Management bought 1,507 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $134K.
iShares Core MSCI Total International Stock ETF made up 0.18% of Golden State Wealth Management's portfolio in Q1 2026, its #115 holding.
Golden State Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2019 and has held it in 7 quarters since.
996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.