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Kathleen S. Wright Associates’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Kathleen S. Wright Associates’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
2025
Q3 		$19K Hold
230
– – 0.01% 188
2025
Q2 		$17.8K Hold
230
– – 0.01% 197
2025
Q1 		$16.1K Buy
+230
New +$15.9K 0.01% 200

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Kathleen S. Wright Associates's IXUS Position: Q3 2025 in Review

Kathleen S. Wright Associates held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q3 2025 at 230 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #188.

Kathleen S. Wright Associates first reported a position in IXUS in Q1 2025 and has held it in 3 quarters since. 851 funds tracked by Wall St. Rank hold IXUS as of Q3 2025.

  • Kathleen S. Wright Associates held 230 shares of iShares Core MSCI Total International Stock ETF worth $19K as of Q3 2025.
  • Kathleen S. Wright Associates left its iShares Core MSCI Total International Stock ETF share count unchanged in Q3 2025.
  • iShares Core MSCI Total International Stock ETF made up 0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #188 holding.
  • Kathleen S. Wright Associates first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2025 and has held it in 3 quarters since.
  • 851 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.