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

Liberty Wealth Management’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	$245K	Hold	2,828	–	–	0.03%	233
2026 Q1	$245K	Buy	+2,828	New	+$252K	0.03%	233
2021 Q4	–	Sell	-689	Closed	-$99K	–	649
2021 Q3	$99K	Hold	689	–	–	0.04%	292
2021 Q2	$50K	Buy	689 +149	+28%	+$10.9K	0.02%	317
2021 Q1	$37K	Hold	540	–	–	0.02%	341
2020 Q4	$37K	Sell	540 -50	-8%	-$3.14K	0.02%	338
2020 Q3	$34K	Hold	590	–	–	0.02%	302
2020 Q2	$32K	Buy	+590	New	+$30.3K	0.02%	303
2019 Q3	–	Sell	-306	Closed	-$18K	–	921
2019 Q2	$18K	Buy	306 +5	+2%	+$291	0.02%	431
2019 Q1	$17K	Hold	301	–	–	0.01%	371
2018 Q4	$15K	Buy	+301	New	+$16.7K	0.01%	366

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

Liberty Wealth Management's IXUS Position: Q2 2026 in Review

Liberty Wealth Management held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q2 2026 at 2,828 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #233.

Liberty Wealth Management first reported a position in IXUS in Q4 2018 and has held it in 11 quarters since. 1,053 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Liberty Wealth Management held 2,828 shares of iShares Core MSCI Total International Stock ETF worth $245K as of Q2 2026.
Liberty Wealth Management left its iShares Core MSCI Total International Stock ETF share count unchanged in Q2 2026.
iShares Core MSCI Total International Stock ETF made up 0.03% of Liberty Wealth Management's portfolio in Q2 2026, its #233 holding.
Liberty Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2018 and has held it in 11 quarters since.
1,053 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.