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

Heritage 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
2026 Q1	$43.1K	Hold	498	–	–	﹤0.01%	350
2025 Q4	$42.1K	Buy	498 +8	+2%	+$671	﹤0.01%	332
2025 Q3	$40.4K	Hold	490	–	–	﹤0.01%	319
2025 Q2	$37.9K	Sell	490 -133	-21%	-$9.71K	﹤0.01%	316
2025 Q1	$43.5K	Hold	623	–	–	﹤0.01%	312
2024 Q4	$41.2K	Sell	623 -249	-29%	-$17.3K	﹤0.01%	328
2024 Q3	$63.3K	Buy	872 +632	+263%	+$43.8K	﹤0.01%	311
2024 Q2	$16.2K	Sell	240 -50	-17%	-$3.39K	﹤0.01%	391
2024 Q1	$19.7K	Buy	290 +50	+21%	+$3.26K	﹤0.01%	396
2023 Q4	$15.6K	Hold	240	–	–	﹤0.01%	427
2023 Q3	$14.4K	Hold	240	–	–	﹤0.01%	402
2023 Q2	$15K	Hold	240	–	–	﹤0.01%	413
2023 Q1	$14.9K	Hold	240	–	–	﹤0.01%	420
2022 Q4	$13.9K	Buy	+240	New	+$13.4K	﹤0.01%	433
2022 Q3	–	Sell	-190	Closed	-$11K	–	552
2022 Q2	$11K	Buy	+190	New	+$11.7K	﹤0.01%	458

Other funds holding IXUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Heritage Wealth Advisors's IXUS Position: Q1 2026 in Review

Heritage Wealth Advisors held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q1 2026 at 498 shares worth $43.1K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Heritage Wealth Advisors first reported a position in IXUS in Q2 2022 and has held it in 15 quarters since. The position peaked at $63.3K in Q3 2024. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

Heritage Wealth Advisors held 498 shares of iShares Core MSCI Total International Stock ETF worth $43.1K as of Q1 2026.
Heritage Wealth Advisors left its iShares Core MSCI Total International Stock ETF share count unchanged in Q1 2026.
iShares Core MSCI Total International Stock ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #350 holding.
Heritage Wealth Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2022 and has held it in 15 quarters since.
Heritage Wealth Advisors's iShares Core MSCI Total International Stock ETF position peaked at $63.3K in Q3 2024.
996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.