Legacy Bridge’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Legacy Bridge’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	$1.9M	Buy	21,933 +4,614	+27%	+$411K	0.72%	42
2025 Q4	$1.47M	Buy	17,319 +14,863	+605%	+$1.25M	0.6%	60
2025 Q3	$203K	Hold	2,456	–	–	0.08%	138
2025 Q2	$190K	Hold	2,456	–	–	0.09%	135
2025 Q1	$171K	Hold	2,456	–	–	0.1%	138
2024 Q4	$162K	Hold	2,456	–	–	0.08%	145
2024 Q3	$178K	Hold	2,456	–	–	0.1%	143
2024 Q2	$166K	Hold	2,456	–	–	0.1%	136
2024 Q1	$167K	Hold	2,456	–	–	0.1%	147
2023 Q4	$159K	Hold	2,456	–	–	0.1%	145
2023 Q3	$147K	Hold	2,456	–	–	0.11%	148
2023 Q2	$154K	Hold	2,456	–	–	0.1%	150
2023 Q1	$152K	Hold	2,456	–	–	0.11%	148
2022 Q4	$142K	Buy	+2,456	New	+$137K	0.1%	150

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 $18.1B AUM 24.63% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Legacy Bridge's IXUS Position: Q1 2026 in Review

Legacy Bridge increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 27% in Q1 2026, buying an estimated $411K and bringing the position to 21,933 shares worth $1.9M. The position accounts for 0.72% of the portfolio, ranked #42.

Legacy Bridge first reported a position in IXUS in Q4 2022 and has held it in 14 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

Legacy Bridge held 21,933 shares of iShares Core MSCI Total International Stock ETF worth $1.9M as of Q1 2026.
Legacy Bridge bought 4,614 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $411K.
iShares Core MSCI Total International Stock ETF made up 0.72% of Legacy Bridge's portfolio in Q1 2026, its #42 holding.
Legacy Bridge first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and has held it in 14 quarters since.
996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.