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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Modern Wealth Management's IXUS Position: Q1 2026 in Review

Modern Wealth Management reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.76% in Q1 2026, selling an estimated $67.3K and leaving 98,085 shares worth $8.59M. The position accounts for 0.15% of the portfolio, ranked #147.

Modern Wealth Management first reported a position in IXUS in Q1 2024 and has held it in 9 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

Modern Wealth Management held 98,085 shares of iShares Core MSCI Total International Stock ETF worth $8.59M as of Q1 2026.
Modern Wealth Management sold 756 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $67.3K.
iShares Core MSCI Total International Stock ETF made up 0.15% of Modern Wealth Management's portfolio in Q1 2026, its #147 holding.
Modern Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2024 and has held it in 9 quarters since.
996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.