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

Independent Solutions 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
Q1 		$3.01M Buy
34,741
+6,990
+25% +$623K 0.44% 66
2025
Q4 		$2.35M Buy
+27,751
New +$2.33M 0.43% 75
2023
Q1 		– Sell
-3,939
Closed -$228K – 221
2022
Q4 		$228K Buy
+3,939
New +$220K 0.07% 199

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

Independent Solutions Wealth Management's IXUS Position: Q1 2026 in Review

Independent Solutions Wealth Management increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 25% in Q1 2026, buying an estimated $623K and bringing the position to 34,741 shares worth $3.01M. The position accounts for 0.44% of the portfolio, ranked #66.

Independent Solutions Wealth Management first reported a position in IXUS in Q4 2022 and has held it in 3 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Independent Solutions Wealth Management held 34,741 shares of iShares Core MSCI Total International Stock ETF worth $3.01M as of Q1 2026.
  • Independent Solutions Wealth Management bought 6,990 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $623K.
  • iShares Core MSCI Total International Stock ETF made up 0.44% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #66 holding.
  • Independent Solutions Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and has held it in 3 quarters since.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.