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

Mascoma 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	$48.7K	Hold	510	–	–	0.01%	187
2026 Q1	$44.2K	Hold	510	–	–	0.01%	198
2025 Q4	$43.2K	Hold	510	–	–	0.01%	193
2025 Q3	$42.1K	Hold	510	–	–	0.01%	206
2025 Q2	$39.4K	Hold	510	–	–	0.01%	209
2025 Q1	$35.6K	Hold	510	–	–	0.01%	212
2024 Q4	$33.7K	Hold	510	–	–	0.01%	233
2024 Q3	$37K	Hold	510	–	–	0.01%	216
2024 Q2	$34.5K	Hold	510	–	–	0.01%	221
2024 Q1	$34.6K	Hold	510	–	–	0.01%	213
2023 Q4	$33.1K	Hold	510	–	–	0.01%	222
2023 Q3	$30.6K	Hold	510	–	–	0.01%	230
2023 Q2	$32.1K	Sell	510 -471	-48%	-$29.5K	0.01%	224
2023 Q1	$61.9K	Sell	981 -15	-2%	-$919	0.02%	215
2022 Q4	$57.6K	Sell	996 -800	-45%	-$44.6K	0.02%	213
2022 Q3	$91K	Sell	1,796 -1,408	-44%	-$79.8K	0.03%	173
2022 Q2	$183K	Hold	3,204	–	–	0.06%	119
2022 Q1	$213K	Sell	3,204 -1,360	-30%	-$92.3K	0.07%	116
2021 Q4	$324K	Buy	4,564 +557	+14%	+$40K	0.11%	82
2021 Q3	$284K	Hold	4,007	–	–	0.11%	89
2021 Q2	$294K	Hold	4,007	–	–	0.13%	88
2021 Q1	$282K	Buy	+4,007	New	+$281K	0.12%	88

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

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

Mascoma Wealth Management held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q2 2026 at 510 shares worth $48.7K. The position accounts for 0.01% of the portfolio, ranked #187.

Mascoma Wealth Management first reported a position in IXUS in Q1 2021 and has held it in 22 quarters since. The position peaked at $324K in Q4 2021. 1,056 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Mascoma Wealth Management held 510 shares of iShares Core MSCI Total International Stock ETF worth $48.7K as of Q2 2026.
Mascoma 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 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #187 holding.
Mascoma Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2021 and has held it in 22 quarters since.
Mascoma Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $324K in Q4 2021.
1,056 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.