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Klingman & Associates’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Klingman & 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
2026
Q1 		$2.59M Sell
29,919
-67
-0.2% -$5.97K 0.12% 71
2025
Q4 		$2.54M Buy
29,986
+41
+0.1% +$3.44K 0.12% 73
2025
Q3 		$2.47M Buy
29,945
+1,165
+4% +$92.6K 0.12% 70
2025
Q2 		$2.22M Buy
28,780
+905
+3% +$66.1K 0.12% 71
2025
Q1 		$1.95M Sell
27,875
-360
-1% -$25K 0.12% 74
2024
Q4 		$1.87M Buy
28,235
+418
+2% +$29K 0.11% 77
2024
Q3 		$2.02M Sell
27,817
-373
-1% -$25.8K 0.13% 71
2024
Q2 		$1.9M Sell
28,190
-342
-1% -$23.2K 0.13% 71
2024
Q1 		$1.94M Buy
28,532
+643
+2% +$42K 0.13% 69
2023
Q4 		$1.81M Buy
27,889
+373
+1% +$22.8K 0.13% 68
2023
Q3 		$1.65M Buy
27,516
+8,080
+42% +$504K 0.13% 69
2023
Q2 		$1.22M Hold
19,436
– – 0.1% 77
2023
Q1 		$1.2M Buy
19,436
+63
+0.3% +$3.86K 0.1% 74
2022
Q4 		$1.12M Sell
19,373
-1,553
-7% -$86.7K 0.1% 74
2022
Q3 		$1.07M Buy
20,926
+3,453
+20% +$196K 0.1% 74
2022
Q2 		$996K Buy
17,473
+2,504
+17% +$154K 0.1% 75
2022
Q1 		$997K Buy
14,969
+240
+2% +$16.3K 0.08% 74
2021
Q4 		$1.04M Buy
14,729
+110
+0.8% +$7.91K 0.09% 69
2021
Q3 		$1.04M Buy
14,619
+220
+2% +$16K 0.1% 68
2021
Q2 		$1.05M Buy
14,399
+643
+5% +$47.1K 0.1% 65
2021
Q1 		$967K Buy
13,756
+74
+0.5% +$5.19K 0.1% 62
2020
Q4 		$919K Buy
13,682
+258
+2% +$16.2K 0.11% 59
2020
Q3 		$783K Hold
13,424
– – 0.11% 56
2020
Q2 		$732K Hold
13,424
– – 0.11% 59
2020
Q1 		$631K Buy
+13,424
New +$758K 0.13% 65

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

Klingman & Associates's IXUS Position: Q1 2026 in Review

Klingman & Associates reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.22% in Q1 2026, selling an estimated $5.97K and leaving 29,919 shares worth $2.59M. The position accounts for 0.12% of the portfolio, ranked #71.

Klingman & Associates first reported a position in IXUS in Q1 2020 and has held it in 25 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Klingman & Associates held 29,919 shares of iShares Core MSCI Total International Stock ETF worth $2.59M as of Q1 2026.
  • Klingman & Associates sold 67 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $5.97K.
  • iShares Core MSCI Total International Stock ETF made up 0.12% of Klingman & Associates's portfolio in Q1 2026, its #71 holding.
  • Klingman & Associates first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2020 and has held it in 25 quarters since.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.