HA
IXUS icon

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

Helium 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
Q1 		$274K Buy
3,162
+204
+7% +$18.2K 0.26% 77
2025
Q4 		$250K Buy
2,958
+334
+13% +$28K 0.25% 69
2025
Q3 		$217K Sell
2,624
-94
-3% -$7.47K 0.18% 82
2025
Q2 		$210K Buy
+2,718
New +$198K 0.13% 102

Other funds holding IXUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Helium Advisors's IXUS Position: Q1 2026 in Review

Helium Advisors increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 6.9% in Q1 2026, buying an estimated $18.2K and bringing the position to 3,162 shares worth $274K. The position accounts for 0.26% of the portfolio, ranked #77.

Helium Advisors first reported a position in IXUS in Q2 2025 and has held it in 4 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Helium Advisors held 3,162 shares of iShares Core MSCI Total International Stock ETF worth $274K as of Q1 2026.
  • Helium Advisors bought 204 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $18.2K.
  • iShares Core MSCI Total International Stock ETF made up 0.26% of Helium Advisors's portfolio in Q1 2026, its #77 holding.
  • Helium Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2025 and has held it in 4 quarters since.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Helium Advisors's 13F filing for Q1 2026, filed 5 May 2026.