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

MorganRosel 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	$919K	Sell	10,610 -1,235	-10%	-$110K	0.36%	46
2025 Q4	$1M	Hold	11,845	–	–	0.25%	61
2025 Q3	$978K	Hold	11,845	–	–	0.25%	63
2025 Q2	$916K	Hold	11,845	–	–	0.25%	63
2025 Q1	$827K	Sell	11,845 -569	-5%	-$39.5K	0.25%	62
2024 Q4	$821K	Hold	12,414	–	–	0.27%	66
2024 Q3	$902K	Hold	12,414	–	–	0.3%	57
2024 Q2	$839K	Hold	12,414	–	–	0.3%	62
2024 Q1	$842K	Sell	12,414 -1,899	-13%	-$124K	0.3%	63
2023 Q4	$929K	Buy	14,313 +1,804	+14%	+$110K	0.36%	51
2023 Q3	$750K	Hold	12,509	–	–	0.31%	53
2023 Q2	$783K	Hold	12,509	–	–	0.32%	60
2023 Q1	$775K	Hold	12,509	–	–	0.33%	61
2022 Q4	$724K	Buy	+12,509	New	+$698K	0.33%	63

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

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

MorganRosel Wealth Management reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 10% in Q1 2026, selling an estimated $110K and leaving 10,610 shares worth $919K. The position accounts for 0.36% of the portfolio, ranked #46.

MorganRosel Wealth Management first reported a position in IXUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $1M in Q4 2025. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

MorganRosel Wealth Management held 10,610 shares of iShares Core MSCI Total International Stock ETF worth $919K as of Q1 2026.
MorganRosel Wealth Management sold 1,235 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $110K.
iShares Core MSCI Total International Stock ETF made up 0.36% of MorganRosel Wealth Management's portfolio in Q1 2026, its #46 holding.
MorganRosel Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and has held it in 14 quarters since.
MorganRosel Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $1M in Q4 2025.
996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.