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Moneta Group Investment Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Moneta Group Investment 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
Q2 		$3.75M Sell
39,284
-8,494
-18% -$798K 0.03% 217
2026
Q1 		$4.14M Sell
47,778
-2,368
-5% -$211K 0.03% 187
2025
Q4 		$4.24M Sell
50,146
-271
-0.5% -$22.7K 0.03% 183
2025
Q3 		$4.16M Buy
50,417
+21,074
+72% +$1.68M 0.03% 176
2025
Q2 		$2.27M Buy
29,343
+333
+1% +$24.3K 0.03% 218
2025
Q1 		$2.03M Sell
29,010
-18,512
-39% -$1.28M 0.03% 209
2024
Q4 		$3.14M Buy
47,522
+652
+1% +$45.3K 0.04% 162
2024
Q3 		$3.4M Sell
46,870
-68
-0.1% -$4.71K 0.05% 152
2024
Q2 		$3.17M Sell
46,938
-2,125
-4% -$144K 0.05% 151
2024
Q1 		$3.33M Sell
49,063
-1
-0% -$65 0.05% 148
2023
Q4 		$3.19M Buy
49,064
+322
+0.7% +$19.7K 0.06% 139
2023
Q3 		$2.92M Sell
48,742
-760
-2% -$47.4K 0.07% 137
2023
Q2 		$3.1M Buy
49,502
+2,423
+5% +$152K 0.07% 136
2023
Q1 		$2.92M Sell
47,079
-225
-0.5% -$13.8K 0.07% 136
2022
Q4 		$2.98M Buy
47,304
+37,819
+399% +$2.11M 0.08% 127
2022
Q3 		$483K Sell
9,485
-264
-3% -$15K 0.02% 283
2022
Q2 		$556K Sell
9,749
-164
-2% -$10.1K 0.02% 289
2022
Q1 		$660K Buy
9,913
+186
+2% +$12.6K 0.03% 255
2021
Q4 		$690K Sell
9,727
-8,470
-47% -$609K 0.03% 253
2021
Q3 		$1.29M Buy
18,197
+8,661
+91% +$631K 0.06% 166
2021
Q2 		$699K Buy
9,536
+31
+0.3% +$2.27K 0.03% 235
2021
Q1 		$668K Sell
9,505
-184
-2% -$12.9K 0.04% 220
2020
Q4 		$651K Buy
9,689
+176
+2% +$11.1K 0.05% 175
2020
Q3 		$555K Buy
9,513
+672
+8% +$39.2K 0.05% 157
2020
Q2 		$482K Buy
8,841
+13
+0.1% +$669 0.05% 164
2020
Q1 		$415K Buy
+8,828
New +$499K 0.04% 170

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

Moneta Group Investment Advisors's IXUS Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 18% in Q2 2026, selling an estimated $798K and leaving 39,284 shares worth $3.75M. The position accounts for 0.03% of the portfolio, ranked #217.

Moneta Group Investment Advisors first reported a position in IXUS in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.24M in Q4 2025. 1,058 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Moneta Group Investment Advisors held 39,284 shares of iShares Core MSCI Total International Stock ETF worth $3.75M as of Q2 2026.
  • Moneta Group Investment Advisors sold 8,494 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $798K.
  • iShares Core MSCI Total International Stock ETF made up 0.03% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #217 holding.
  • Moneta Group Investment Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2020 and has held it in 26 quarters since.
  • Moneta Group Investment Advisors's iShares Core MSCI Total International Stock ETF position peaked at $4.24M in Q4 2025.
  • 1,058 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.