KWB Wealth’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

KWB Wealth’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 Q2	$469K	Buy	4,910 +14	+0.3%	+$1.32K	0.04%	114
2026 Q1	$414K	Hold	4,896	–	–	0.04%	106
2025 Q4	$414K	Buy	4,896 +254	+5%	+$21.3K	0.04%	115
2025 Q3	$359K	Buy	4,642 +448	+11%	+$35.6K	0.04%	105
2025 Q2	$293K	Buy	4,194 +1,080	+35%	+$78.8K	0.04%	125
2025 Q1	$206K	Buy	+3,114	New	+$216K	0.02%	146

Other funds holding IXUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

KWB Wealth's IXUS Position: Q2 2026 in Review

KWB Wealth increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.29% in Q2 2026, buying an estimated $1.32K and bringing the position to 4,910 shares worth $469K. The position accounts for 0.04% of the portfolio, ranked #114.

KWB Wealth first reported a position in IXUS in Q1 2025 and has held it in 6 quarters since. 1,055 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

KWB Wealth held 4,910 shares of iShares Core MSCI Total International Stock ETF worth $469K as of Q2 2026.
KWB Wealth bought 14 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $1.32K.
iShares Core MSCI Total International Stock ETF made up 0.04% of KWB Wealth's portfolio in Q2 2026, its #114 holding.
KWB Wealth first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2025 and has held it in 6 quarters since.
1,055 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.