J.M. Forbes & Co’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

J.M. Forbes & Co’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	$10.9M	Buy	125,474 +2,527	+2%	+$225K	0.92%	32
2025 Q4	$10.4M	Buy	122,947 +2,726	+2%	+$229K	0.84%	36
2025 Q3	$9.93M	Buy	120,221 +1,631	+1%	+$130K	0.83%	40
2025 Q2	$9.17M	Buy	+118,590	New	+$8.66M	0.84%	40
2018 Q4	–	Sell	-113,078	Closed	-$6.82M	–	104
2018 Q3	$6.82M	Buy	113,078 +342	+0.3%	+$20.6K	1.45%	35
2018 Q2	$6.78M	Buy	112,736 +6,111	+6%	+$384K	1.52%	34
2018 Q1	$6.72M	Buy	+106,625	New	+$6.86M	1.57%	33

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

J.M. Forbes & Co's IXUS Position: Q1 2026 in Review

J.M. Forbes & Co increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 2.1% in Q1 2026, buying an estimated $225K and bringing the position to 125,474 shares worth $10.9M. The position accounts for 0.92% of the portfolio, ranked #32.

J.M. Forbes & Co first reported a position in IXUS in Q1 2018 and has held it in 7 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

J.M. Forbes & Co held 125,474 shares of iShares Core MSCI Total International Stock ETF worth $10.9M as of Q1 2026.
J.M. Forbes & Co bought 2,527 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $225K.
iShares Core MSCI Total International Stock ETF made up 0.92% of J.M. Forbes & Co's portfolio in Q1 2026, its #32 holding.
J.M. Forbes & Co first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2018 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 J.M. Forbes & Co's 13F filing for Q1 2026, filed 16 Apr 2026.