Kerntke Otto McGlone Wealth Management Group’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Kerntke Otto McGlone Wealth Management 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 Q1	$595K	Sell	6,868 -1	-0%	-$89	0.41%	46
2025 Q4	$581K	Buy	+6,869	New	+$576K	0.41%	43
2025 Q3	–	Sell	-8,550	Closed	-$661K	–	87
2025 Q2	$661K	Sell	8,550 -438	-5%	-$32K	0.52%	37
2025 Q1	$627K	Sell	8,988 -4,956	-36%	-$344K	0.55%	33
2024 Q4	$922K	Sell	13,944 -9,909	-42%	-$688K	0.68%	24
2024 Q3	$1.73M	Sell	23,853 -7,417	-24%	-$514K	1.44%	18
2024 Q2	$2.11M	Sell	31,270 -7,822	-20%	-$530K	1.97%	13
2024 Q1	$2.65M	Buy	39,092 +111	+0.3%	+$7.25K	2.61%	12
2023 Q4	$2.53M	Buy	38,981 +1,440	+4%	+$88.2K	2.53%	13
2023 Q3	$2.25M	Sell	37,541 -272	-0.7%	-$17K	2.32%	14
2023 Q2	$2.37M	Sell	37,813 -14	-0%	-$876	2.32%	15
2023 Q1	$2.34M	Sell	37,827 -477	-1%	-$29.2K	2.41%	16
2022 Q4	$2.22M	Buy	38,304 +113	+0.3%	+$6.3K	2.55%	12
2022 Q3	$1.95M	Buy	38,191 +841	+2%	+$47.7K	2.93%	12
2022 Q2	$2.13M	Buy	+37,350	New	+$2.3M	3.18%	11
2022 Q1	–	Sell	-31,425	Closed	-$2.23M	–	53
2021 Q4	$2.23M	Buy	+31,425	New	+$2.26M	2.71%	11
2021 Q3	–	Sell	-60,952	Closed	-$4.47M	–	87
2021 Q2	$4.47M	Buy	60,952 +625	+1%	+$45.8K	1.78%	18
2021 Q1	$4.24M	Sell	60,327 -1,741	-3%	-$122K	2.22%	14
2020 Q4	$4.17M	Sell	62,068 -2,518	-4%	-$158K	2.46%	12
2020 Q3	$3.77M	Sell	64,586 -11,095	-15%	-$646K	2.77%	10
2020 Q2	$4.13M	Sell	75,681 -157	-0.2%	-$8.07K	3.76%	8
2020 Q1	$3.56M	Buy	75,838 +8,216	+12%	+$464K	3.99%	6
2019 Q4	$4.19M	Buy	+67,622	New	+$4.05M	3.54%	6

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

Kerntke Otto McGlone Wealth Management Group's IXUS Position: Q1 2026 in Review

Kerntke Otto McGlone Wealth Management Group reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.01% in Q1 2026, selling an estimated $89 and leaving 6,868 shares worth $595K. The position accounts for 0.41% of the portfolio, ranked #46.

Kerntke Otto McGlone Wealth Management Group first reported a position in IXUS in Q4 2019 and has held it in 23 quarters since. The position peaked at $4.47M in Q2 2021. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

Kerntke Otto McGlone Wealth Management Group held 6,868 shares of iShares Core MSCI Total International Stock ETF worth $595K as of Q1 2026.
Kerntke Otto McGlone Wealth Management Group sold 1 iShares Core MSCI Total International Stock ETF share in Q1 2026, an estimated $89.
iShares Core MSCI Total International Stock ETF made up 0.41% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q1 2026, its #46 holding.
Kerntke Otto McGlone Wealth Management Group first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2019 and has held it in 23 quarters since.
Kerntke Otto McGlone Wealth Management Group's iShares Core MSCI Total International Stock ETF position peaked at $4.47M in Q2 2021.
996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.