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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
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 $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

Joel Isaacson & Co's IXUS Position: Q1 2026 in Review

Joel Isaacson & Co increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 4.5% in Q1 2026, buying an estimated $45.4K and bringing the position to 11,765 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #188.

Joel Isaacson & Co first reported a position in IXUS in Q4 2023 and has held it in 10 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Joel Isaacson & Co held 11,765 shares of iShares Core MSCI Total International Stock ETF worth $1.02M as of Q1 2026.
  • Joel Isaacson & Co bought 510 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $45.4K.
  • iShares Core MSCI Total International Stock ETF made up 0.03% of Joel Isaacson & Co's portfolio in Q1 2026, its #188 holding.
  • Joel Isaacson & Co first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2023 and has held it in 10 quarters since.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.