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Investment Advisory Group’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Investment Advisory Group’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
Q2 		$960K Buy
10,062
+2,114
+27% +$199K 0.21% 85
2026
Q1 		$689K Buy
7,948
+242
+3% +$21.6K 0.18% 94
2025
Q4 		$652K Buy
7,706
+50
+0.7% +$4.19K 0.17% 97
2025
Q3 		$632K Buy
7,656
+50
+0.7% +$3.98K 0.17% 96
2025
Q2 		$588K Buy
7,606
+140
+2% +$10.2K 0.18% 93
2025
Q1 		$521K Buy
7,466
+100
+1% +$6.93K 0.17% 95
2024
Q4 		$487K Buy
7,366
+399
+6% +$27.7K 0.16% 97
2024
Q3 		$506K Buy
6,967
+210
+3% +$14.5K 0.18% 95
2024
Q2 		$456K Sell
6,757
-56
-0.8% -$3.8K 0.18% 95
2024
Q1 		$462K Sell
6,813
-391
-5% -$25.5K 0.19% 89
2023
Q4 		$468K Sell
7,204
-140
-2% -$8.57K 0.22% 81
2023
Q3 		$441K Sell
7,344
-715
-9% -$44.6K 0.23% 79
2023
Q2 		$505K Hold
8,059
– – 0.26% 75
2023
Q1 		$499K Sell
8,059
-475
-6% -$29.1K 0.29% 73
2022
Q4 		$494K Buy
8,534
+590
+7% +$32.9K 0.3% 70
2022
Q3 		$405K Buy
7,944
+550
+7% +$31.2K 0.28% 71
2022
Q2 		$422K Hold
7,394
– – 0.29% 69
2022
Q1 		$494K Hold
7,394
– – 0.3% 69
2021
Q4 		$516K Buy
+7,394
New +$531K 0.33% 62

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 22.96% 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

Investment Advisory Group's IXUS Position: Q2 2026 in Review

Investment Advisory Group increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 27% in Q2 2026, buying an estimated $199K and bringing the position to 10,062 shares worth $960K. The position accounts for 0.21% of the portfolio, ranked #85.

Investment Advisory Group first reported a position in IXUS in Q4 2021 and has held it in 19 quarters since. 1,058 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Investment Advisory Group held 10,062 shares of iShares Core MSCI Total International Stock ETF worth $960K as of Q2 2026.
  • Investment Advisory Group bought 2,114 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $199K.
  • iShares Core MSCI Total International Stock ETF made up 0.21% of Investment Advisory Group's portfolio in Q2 2026, its #85 holding.
  • Investment Advisory Group first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,058 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.