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Medallion Wealth Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Medallion Wealth 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 		$376K Hold
4,336
– – 0.12% 161
2025
Q4 		$367K Sell
4,336
-276
-6% -$23.1K 0.12% 158
2025
Q3 		$381K Buy
4,612
+1,416
+44% +$113K 0.14% 154
2025
Q2 		$247K Buy
3,196
+2,355
+280% +$172K 0.1% 199
2025
Q1 		$58.9K Buy
841
+341
+68% +$23.6K 0.03% 396
2024
Q4 		$33.1K Buy
+500
New +$34.7K 0.02% 471

Other funds holding IXUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Medallion Wealth Advisors's IXUS Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q1 2026 at 4,336 shares worth $376K. The position accounts for 0.12% of the portfolio, ranked #161.

Medallion Wealth Advisors first reported a position in IXUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $381K in Q3 2025. 997 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Medallion Wealth Advisors held 4,336 shares of iShares Core MSCI Total International Stock ETF worth $376K as of Q1 2026.
  • Medallion Wealth 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 0.12% of Medallion Wealth Advisors's portfolio in Q1 2026, its #161 holding.
  • Medallion Wealth Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's iShares Core MSCI Total International Stock ETF position peaked at $381K in Q3 2025.
  • 997 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.