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McKinley Carter Wealth Services’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

McKinley Carter Wealth Services’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 		$18.1M Sell
189,126
-10,746
-5% -$1.01M 0.93% 21
2026
Q1 		$17.3M Sell
199,872
-7,292
-4% -$650K 1% 18
2025
Q4 		$17.5M Sell
207,164
-14,614
-7% -$1.23M 0.98% 26
2025
Q3 		$18.3M Sell
221,778
-98
-0% -$7.79K 0.96% 26
2025
Q2 		$17.2M Buy
+221,876
New +$16.2M 0.95% 25

Other funds holding IXUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

McKinley Carter Wealth Services's IXUS Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 5.4% in Q2 2026, selling an estimated $1.01M and leaving 189,126 shares worth $18.1M. The position accounts for 0.93% of the portfolio, ranked #21.

McKinley Carter Wealth Services first reported a position in IXUS in Q2 2025 and has held it in 5 quarters since. The position peaked at $18.3M in Q3 2025. 1,055 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • McKinley Carter Wealth Services held 189,126 shares of iShares Core MSCI Total International Stock ETF worth $18.1M as of Q2 2026.
  • McKinley Carter Wealth Services sold 10,746 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $1.01M.
  • iShares Core MSCI Total International Stock ETF made up 0.93% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #21 holding.
  • McKinley Carter Wealth Services first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2025 and has held it in 5 quarters since.
  • McKinley Carter Wealth Services's iShares Core MSCI Total International Stock ETF position peaked at $18.3M in Q3 2025.
  • 1,055 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.