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

MA Private 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 Q1	$1.88M	Sell	21,756 -1,362	-6%	-$121K	0.32%	39
2025 Q4	$1.96M	Sell	23,118 -8,191	-26%	-$687K	0.33%	35
2025 Q3	$2.59M	Sell	31,309 -425	-1%	-$33.8K	0.43%	30
2025 Q2	$2.45M	Sell	31,734 -1,181	-4%	-$86.2K	0.44%	31
2025 Q1	$2.3M	Sell	32,915 -1,071	-3%	-$74.3K	0.43%	27
2024 Q4	$2.25M	Sell	33,986 -1,273	-4%	-$88.4K	0.42%	26
2024 Q3	$2.56M	Sell	35,259 -10,141	-22%	-$702K	0.48%	25
2024 Q2	$3.07M	Sell	45,400 -9,500	-17%	-$644K	0.61%	24
2024 Q1	$3.73M	Sell	54,900 -1,475	-3%	-$96.3K	0.76%	25
2023 Q4	$3.66M	Sell	56,375 -61	-0.1%	-$3.73K	0.78%	24
2023 Q3	$3.39M	Sell	56,436 -2,393	-4%	-$149K	0.8%	23
2023 Q2	$3.68M	Sell	58,829 -203	-0.3%	-$12.7K	0.85%	22
2023 Q1	$3.66M	Buy	59,032 +8,215	+16%	+$503K	0.89%	22
2022 Q4	$2.94M	Buy	50,817 +4,799	+10%	+$268K	0.71%	28
2022 Q3	$2.39M	Buy	46,018 +578	+1%	+$32.8K	0.59%	32
2022 Q2	$2.53M	Buy	+45,440	New	+$2.8M	0.62%	32

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 $16.5B AUM 19.94% 1-Year Est. Return

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

MA Private Wealth's IXUS Position: Q1 2026 in Review

MA Private Wealth reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 5.9% in Q1 2026, selling an estimated $121K and leaving 21,756 shares worth $1.88M. The position accounts for 0.32% of the portfolio, ranked #39.

MA Private Wealth first reported a position in IXUS in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.73M in Q1 2024. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

MA Private Wealth held 21,756 shares of iShares Core MSCI Total International Stock ETF worth $1.88M as of Q1 2026.
MA Private Wealth sold 1,362 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $121K.
iShares Core MSCI Total International Stock ETF made up 0.32% of MA Private Wealth's portfolio in Q1 2026, its #39 holding.
MA Private Wealth first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2022 and has held it in 16 quarters since.
MA Private Wealth's iShares Core MSCI Total International Stock ETF position peaked at $3.73M in Q1 2024.
996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on MA Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.