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

Kozak & 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
Q4 		– Sell
-74
Closed -$6.16K – 458
2025
Q3 		$6.16K Buy
+74
New +$5.88K ﹤0.01% 292
2024
Q4 		– Sell
-324
Closed -$23.1K – 461
2024
Q3 		$23.1K Buy
+324
New +$22.4K 0.01% 177

Other funds holding IXUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $97.6B AUM 29.43% 1-Year Est. Return

Kozak & Associates's IXUS Position: Q4 2025 in Review

Kozak & Associates sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q4 2025, closing a stake of 74 shares — an estimated $6.16K sold.

Kozak & Associates first reported a position in IXUS in Q3 2024 and held it in 2 quarters. The position peaked at $23.1K in Q3 2024. 967 funds tracked by Wall St. Rank hold IXUS as of Q4 2025.

  • Kozak & Associates reported no remaining iShares Core MSCI Total International Stock ETF position as of Q4 2025 after selling out during the quarter.
  • Kozak & Associates sold 74 iShares Core MSCI Total International Stock ETF shares in Q4 2025, an estimated $6.16K.
  • Kozak & Associates first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2024 and held it in 2 quarters.
  • Kozak & Associates's iShares Core MSCI Total International Stock ETF position peaked at $23.1K in Q3 2024.
  • 967 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2025.

Based on Kozak & Associates's 13F filing for Q4 2025, filed 12 Jan 2026.