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Joel Isaacson & Co’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Joel Isaacson & 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
Q2 		$1.19M Buy
12,512
+747
+6% +$70.2K 0.03% 181
2026
Q1 		$1.02M Buy
11,765
+510
+5% +$45.4K 0.03% 188
2025
Q4 		$953K Buy
11,255
+14
+0.1% +$1.17K 0.03% 194
2025
Q3 		$928K Buy
11,241
+108
+1% +$8.59K 0.03% 186
2025
Q2 		$861K Buy
11,133
+5,023
+82% +$367K 0.04% 181
2025
Q1 		$427K Sell
6,110
-299
-5% -$20.7K 0.02% 259
2024
Q4 		$424K Buy
6,409
+1,482
+30% +$103K 0.02% 252
2024
Q3 		$358K Buy
4,927
+7
+0.1% +$485 0.02% 266
2024
Q2 		$332K Sell
4,920
-200
-4% -$13.6K 0.02% 265
2024
Q1 		$347K Hold
5,120
– – 0.02% 256
2023
Q4 		$332K Buy
+5,120
New +$313K 0.02% 241

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 22.9% 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

Joel Isaacson & Co's IXUS Position: Q2 2026 in Review

Joel Isaacson & Co increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 6.3% in Q2 2026, buying an estimated $70.2K and bringing the position to 12,512 shares worth $1.19M. The position accounts for 0.03% of the portfolio, ranked #181.

Joel Isaacson & Co first reported a position in IXUS in Q4 2023 and has held it in 11 quarters since. 1,059 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Joel Isaacson & Co held 12,512 shares of iShares Core MSCI Total International Stock ETF worth $1.19M as of Q2 2026.
  • Joel Isaacson & Co bought 747 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $70.2K.
  • iShares Core MSCI Total International Stock ETF made up 0.03% of Joel Isaacson & Co's portfolio in Q2 2026, its #181 holding.
  • Joel Isaacson & Co first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,059 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.