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

Modera 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	$460K	Sell	4,815 -95	-2%	-$8.93K	﹤0.01%	476
2026 Q1	$425K	Sell	4,910 -392	-7%	-$34.9K	0.01%	464
2025 Q4	$449K	Sell	5,302 -187	-3%	-$15.7K	0.01%	473
2025 Q3	$453K	Buy	5,489 +1,334	+32%	+$106K	0.01%	475
2025 Q2	$321K	Buy	4,155 +231	+6%	+$16.9K	﹤0.01%	521
2025 Q1	$274K	Buy	3,924 +105	+3%	+$7.28K	﹤0.01%	529
2024 Q4	$253K	Buy	3,819 +127	+3%	+$8.81K	﹤0.01%	542
2024 Q3	$268K	Sell	3,692 -496	-12%	-$34.4K	﹤0.01%	510
2024 Q2	$283K	Buy	4,188 +957	+30%	+$64.9K	﹤0.01%	490
2024 Q1	$219K	Buy	+3,231	New	+$211K	﹤0.01%	531
2023 Q2	–	Sell	-3,338	Closed	-$207K	–	568
2023 Q1	$207K	Buy	+3,338	New	+$204K	0.01%	332
2022 Q1	–	Sell	-2,904	Closed	-$206K	–	474
2021 Q4	$206K	Hold	2,904	–	–	0.01%	561
2021 Q3	$206K	Hold	2,904	–	–	0.01%	259
2021 Q2	$213K	Buy	+2,904	New	+$213K	0.01%	230

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

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

Modera Wealth Management reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 1.9% in Q2 2026, selling an estimated $8.93K and leaving 4,815 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Modera Wealth Management first reported a position in IXUS in Q2 2021 and has held it in 14 quarters since. 1,055 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Modera Wealth Management held 4,815 shares of iShares Core MSCI Total International Stock ETF worth $460K as of Q2 2026.
Modera Wealth Management sold 95 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $8.93K.
iShares Core MSCI Total International Stock ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #476 holding.
Modera Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2021 and has held it in 14 quarters since.
1,055 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.