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Guardian Wealth Advisors (North Carolina)’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$975K Buy
10,217
+130
+1% +$12.2K 0.05% 163
2026
Q1 		$874K Buy
10,087
+385
+4% +$34.3K 0.06% 164
2025
Q4 		$821K Buy
+9,702
New +$813K 0.05% 172
2025
Q3 		– Sell
-8,282
Closed -$640K – 457
2025
Q2 		$640K Buy
8,282
+80
+1% +$5.84K 0.05% 173
2025
Q1 		$573K Buy
8,202
+5
+0.1% +$347 0.05% 164
2024
Q4 		$542K Buy
8,197
+580
+8% +$40.3K 0.04% 181
2024
Q3 		$553K Sell
7,617
-345
-4% -$23.9K 0.06% 154
2024
Q2 		$538K Buy
7,962
+635
+9% +$43.1K 0.06% 145
2024
Q1 		$497K Buy
7,327
+1,175
+19% +$76.7K 0.06% 154
2023
Q4 		$399K Buy
6,152
+806
+15% +$49.3K 0.06% 162
2023
Q3 		$321K Buy
5,346
+1,598
+43% +$99.6K 0.05% 180
2023
Q2 		$235K Buy
3,748
+947
+34% +$59.3K 0.04% 204
2023
Q1 		$174K Buy
2,801
+388
+16% +$23.8K 0.03% 218
2022
Q4 		$140K Buy
+2,413
New +$135K 0.03% 210

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 22.9% 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

Guardian Wealth Advisors (North Carolina)'s IXUS Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 1.3% in Q2 2026, buying an estimated $12.2K and bringing the position to 10,217 shares worth $975K. The position accounts for 0.05% of the portfolio, ranked #163.

Guardian Wealth Advisors (North Carolina) first reported a position in IXUS in Q4 2022 and has held it in 14 quarters since. 1,059 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 10,217 shares of iShares Core MSCI Total International Stock ETF worth $975K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 130 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $12.2K.
  • iShares Core MSCI Total International Stock ETF made up 0.05% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #163 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,059 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.