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

Modern 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 		$9.19M Sell
96,322
-1,763
-2% -$166K 0.11% 191
2026
Q1 		$8.59M Sell
98,085
-756
-0.8% -$67.3K 0.15% 147
2025
Q4 		$8.37M Sell
98,841
-1,050
-1% -$88K 0.15% 147
2025
Q3 		$8.25M Sell
99,891
-1,823
-2% -$145K 0.16% 135
2025
Q2 		$7.86M Buy
101,714
+96,223
+1,752% +$7.03M 0.19% 117
2025
Q1 		$383K Buy
5,491
+322
+6% +$22.3K 0.01% 470
2024
Q4 		$342K Buy
5,169
+202
+4% +$14K 0.01% 425
2024
Q3 		$361K Buy
4,967
+18
+0.4% +$1.25K 0.02% 306
2024
Q2 		$334K Buy
4,949
+1,029
+26% +$69.8K 0.02% 288
2024
Q1 		$266K Buy
+3,920
New +$256K 0.02% 257

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

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

Modern Wealth Management reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 1.8% in Q2 2026, selling an estimated $166K and leaving 96,322 shares worth $9.19M. The position accounts for 0.11% of the portfolio, ranked #191.

Modern Wealth Management first reported a position in IXUS in Q1 2024 and has held it in 10 quarters since. 1,055 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Modern Wealth Management held 96,322 shares of iShares Core MSCI Total International Stock ETF worth $9.19M as of Q2 2026.
  • Modern Wealth Management sold 1,763 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $166K.
  • iShares Core MSCI Total International Stock ETF made up 0.11% of Modern Wealth Management's portfolio in Q2 2026, its #191 holding.
  • Modern Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,055 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.