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

HB 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 		$17M Sell
178,576
-2,160
-1% -$203K 0.1% 113
2026
Q1 		$15.7M Sell
180,736
-36,920
-17% -$3.29M 0.1% 105
2025
Q4 		$18.4M Buy
217,656
+7,366
+4% +$618K 0.12% 95
2025
Q3 		$17.4M Buy
210,290
+17,804
+9% +$1.42M 0.12% 94
2025
Q2 		$14.9M Sell
192,486
-20,751
-10% -$1.52M 0.12% 97
2025
Q1 		$14.9M Buy
213,237
+5,275
+3% +$366K 0.12% 92
2024
Q4 		$13.8M Buy
207,962
+375
+0.2% +$26K 0.14% 73
2024
Q3 		$15.1M Sell
207,587
-30,081
-13% -$2.08M 0.16% 71
2024
Q2 		$16.1M Buy
237,668
+149,911
+171% +$10.2M 0.19% 58
2024
Q1 		$5.96M Buy
87,757
+989
+1% +$64.6K 0.07% 134
2023
Q4 		$5.63M Sell
86,768
-670
-0.8% -$41K 0.08% 126
2023
Q3 		$5.25M Sell
87,438
-302
-0.3% -$18.8K 0.08% 121
2023
Q2 		$5.49M Sell
87,740
-863
-1% -$54K 0.09% 116
2023
Q1 		$5.49M Sell
88,603
-2,380
-3% -$146K 0.1% 107
2022
Q4 		$5.27M Buy
90,983
+1,599
+2% +$89.2K 0.1% 104
2022
Q3 		$4.55M Buy
89,384
+265
+0.3% +$15K 0.1% 102
2022
Q2 		$5.08M Sell
89,119
-4,523
-5% -$278K 0.1% 98
2022
Q1 		$6.24M Sell
93,642
-13,487
-13% -$915K 0.12% 90
2021
Q4 		$7.6M Buy
+107,129
New +$7.7M 0.15% 53

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

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

HB Wealth Management reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 1.2% in Q2 2026, selling an estimated $203K and leaving 178,576 shares worth $17M. The position accounts for 0.1% of the portfolio, ranked #113.

HB Wealth Management first reported a position in IXUS in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.4M in Q4 2025. 1,059 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • HB Wealth Management held 178,576 shares of iShares Core MSCI Total International Stock ETF worth $17M as of Q2 2026.
  • HB Wealth Management sold 2,160 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $203K.
  • iShares Core MSCI Total International Stock ETF made up 0.1% of HB Wealth Management's portfolio in Q2 2026, its #113 holding.
  • HB Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $18.4M in Q4 2025.
  • 1,059 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.