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

Goldstein 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 		$16M Sell
168,051
-55,020
-25% -$5.17M 1.47% 17
2026
Q1 		$19.3M Buy
223,071
+20,332
+10% +$1.81M 2.15% 15
2025
Q4 		$17.2M Sell
202,739
-2,667
-1% -$224K 1.96% 15
2025
Q3 		$17M Sell
205,406
-7,730
-4% -$615K 2.06% 13
2025
Q2 		$16.5M Buy
213,136
+2,469
+1% +$180K 2.21% 14
2025
Q1 		$14.7M Sell
210,667
-1,312
-0.6% -$91K 2.15% 13
2024
Q4 		$14M Buy
211,979
+20,530
+11% +$1.43M 2.04% 13
2024
Q3 		$13.9M Buy
191,449
+12,961
+7% +$898K 2.11% 13
2024
Q2 		$12.1M Buy
178,488
+8,619
+5% +$584K 2.02% 15
2024
Q1 		$11.5M Buy
169,869
+9,436
+6% +$616K 1.97% 15
2023
Q4 		$10.4M Buy
160,433
+9,786
+6% +$599K 1.76% 15
2023
Q3 		$9.04M Buy
150,647
+6,712
+5% +$419K 1.89% 16
2023
Q2 		$9.01M Sell
143,935
-6,625
-4% -$415K 1.89% 16
2023
Q1 		$9.33M Buy
150,560
+8,373
+6% +$513K 2.05% 16
2022
Q4 		$8.23M Buy
+142,187
New +$7.93M 1.99% 17

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

Goldstein Advisors's IXUS Position: Q2 2026 in Review

Goldstein Advisors reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 25% in Q2 2026, selling an estimated $5.17M and leaving 168,051 shares worth $16M. The position accounts for 1.47% of the portfolio, ranked #17.

Goldstein Advisors first reported a position in IXUS in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.3M in Q1 2026. 1,052 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Goldstein Advisors held 168,051 shares of iShares Core MSCI Total International Stock ETF worth $16M as of Q2 2026.
  • Goldstein Advisors sold 55,020 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $5.17M.
  • iShares Core MSCI Total International Stock ETF made up 1.47% of Goldstein Advisors's portfolio in Q2 2026, its #17 holding.
  • Goldstein Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and has held it in 15 quarters since.
  • Goldstein Advisors's iShares Core MSCI Total International Stock ETF position peaked at $19.3M in Q1 2026.
  • 1,052 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.