IEQ Capital’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

IEQ Capital’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	$20.8M	Buy	240,385 +238,007	+10,009%	+$21.2M	0.1%	207
2025 Q4	$201K	Buy	+2,378	New	+$199K	﹤0.01%	1691
2024 Q1	–	Sell	-3,673	Closed	-$239K	–	990
2023 Q4	$239K	Sell	3,673 -5	-0.1%	-$306	﹤0.01%	793
2023 Q3	$221K	Hold	3,678	–	–	﹤0.01%	815
2023 Q2	$230K	Sell	3,678 -481	-12%	-$30.1K	﹤0.01%	770
2023 Q1	$258K	Sell	4,159 -145	-3%	-$8.88K	0.01%	760
2022 Q4	$249K	Buy	+4,304	New	+$240K	0.01%	684

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

IEQ Capital's IXUS Position: Q1 2026 in Review

IEQ Capital increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 10,009% in Q1 2026, buying an estimated $21.2M and bringing the position to 240,385 shares worth $20.8M. The position accounts for 0.1% of the portfolio, ranked #207.

IEQ Capital first reported a position in IXUS in Q4 2022 and has held it in 7 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

IEQ Capital held 240,385 shares of iShares Core MSCI Total International Stock ETF worth $20.8M as of Q1 2026.
IEQ Capital bought 238,007 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $21.2M.
iShares Core MSCI Total International Stock ETF made up 0.1% of IEQ Capital's portfolio in Q1 2026, its #207 holding.
IEQ Capital first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and has held it in 7 quarters since.
996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.