Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$113K	Hold	1,233	–	–	﹤0.01%	369
2025 Q4	$112K	Hold	1,233	–	–	﹤0.01%	367
2025 Q3	$104K	Hold	1,233	–	–	﹤0.01%	373
2025 Q2	$95.3K	Hold	1,233	–	–	﹤0.01%	349
2025 Q1	$86.6K	Hold	1,233	–	–	﹤0.01%	345
2024 Q4	$84K	Hold	1,233	–	–	﹤0.01%	357
2024 Q3	$86.5K	Hold	1,233	–	–	﹤0.01%	349
2024 Q2	$86.6K	Hold	1,233	–	–	﹤0.01%	347
2024 Q1	$81.1K	Hold	1,233	–	–	﹤0.01%	354
2023 Q4	$78.7K	Hold	1,233	–	–	﹤0.01%	368
2023 Q3	$73.6K	Buy	1,233 +881	+250%	+$54.9K	﹤0.01%	388
2023 Q2	$22K	Buy	+352	New	+$22K	﹤0.01%	496

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

Loring Wolcott & Coolidge Fiduciary Advisors's IXUS Position: Q1 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q1 2026 at 1,233 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IXUS in Q2 2023 and has held it in 12 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 1,233 shares of iShares Core MSCI Total International Stock ETF worth $113K as of Q1 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its iShares Core MSCI Total International Stock ETF share count unchanged in Q1 2026.
iShares Core MSCI Total International Stock ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q1 2026, its #369 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2023 and has held it in 12 quarters since.
996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.