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

Heartwood Wealth 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
2025
Q4 		– Sell
-808
Closed -$66.7K – 407
2025
Q3 		$66.7K Buy
+808
New +$64.2K 0.01% 286

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

Heartwood Wealth Advisors's IXUS Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q4 2025, closing a stake of 808 shares — an estimated $66.7K sold.

Heartwood Wealth Advisors first reported a position in IXUS in Q3 2025 and held it in 1 quarter. The position peaked at $66.7K in Q3 2025. 967 funds tracked by Wall St. Rank hold IXUS as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining iShares Core MSCI Total International Stock ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 808 iShares Core MSCI Total International Stock ETF shares in Q4 2025, an estimated $66.7K.
  • Heartwood Wealth Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's iShares Core MSCI Total International Stock ETF position peaked at $66.7K in Q3 2025.
  • 967 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.