Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-100,540
Closed -$8.3M – 896
2025
Q3 		$8.3M Sell
100,540
-195
-0.2% -$15.5K 0.03% 361
2025
Q2 		$7.79M Sell
100,735
-27,400
-21% -$2M 0.03% 363
2025
Q1 		$8.95M Sell
128,135
-30,708
-19% -$2.13M 0.04% 291
2024
Q4 		$10.5M Sell
158,843
-55,803
-26% -$3.87M 0.05% 257
2024
Q3 		$14.4M Buy
214,646
+32,324
+18% +$2.24M 0.1% 172
2024
Q2 		$12.3M Sell
182,322
-113,324
-38% -$7.68M 0.11% 141
2024
Q1 		$20.1M Sell
295,646
-24,544
-8% -$1.6M 0.25% 56
2023
Q4 		$20.8M Sell
320,190
-27,470
-8% -$1.68M 0.34% 39
2023
Q3 		$20.9M Sell
347,660
-106,799
-24% -$6.66M 0.37% 40
2023
Q2 		$28.5M Buy
454,459
+24,970
+6% +$1.56M 0.42% 43
2023
Q1 		$26.6M Buy
+429,489
New +$26.3M 0.46% 44

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $18.1B AUM 24.63% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Kovitz Investment Group Partners's IXUS Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q4 2025, closing a stake of 100,540 shares — an estimated $8.3M sold.

Kovitz Investment Group Partners first reported a position in IXUS in Q1 2023 and held it in 11 quarters. The position peaked at $28.5M in Q2 2023. 963 funds tracked by Wall St. Rank hold IXUS as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares Core MSCI Total International Stock ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 100,540 iShares Core MSCI Total International Stock ETF shares in Q4 2025, an estimated $8.3M.
  • Kovitz Investment Group Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2023 and held it in 11 quarters.
  • Kovitz Investment Group Partners's iShares Core MSCI Total International Stock ETF position peaked at $28.5M in Q2 2023.
  • 963 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.