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

NewEdge Wealth’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 		$237K Buy
2,734
+231
+9% +$20.6K ﹤0.01% 1034
2025
Q4 		$212K Sell
2,503
-438
-15% -$36.7K ﹤0.01% 1134
2025
Q3 		$246K Sell
2,941
-91
-3% -$7.23K ﹤0.01% 931
2025
Q2 		$238K Sell
3,032
-43
-1% -$3.14K ﹤0.01% 890
2025
Q1 		$215K Sell
3,075
-347
-10% -$24.1K ﹤0.01% 874
2024
Q4 		$226K Sell
3,422
-12
-0.3% -$833 ﹤0.01% 852
2024
Q3 		$249K Sell
3,434
-9
-0.3% -$623 ﹤0.01% 776
2024
Q2 		$233K Sell
3,443
-296
-8% -$20.1K 0.01% 698
2024
Q1 		$252K Buy
3,739
+355
+10% +$23.2K 0.01% 703
2023
Q4 		$220K Sell
3,384
-35
-1% -$2.14K 0.01% 688
2023
Q3 		$205K Buy
3,419
+63
+2% +$3.93K 0.01% 618
2023
Q2 		$210K Sell
3,356
-25
-0.7% -$1.56K 0.01% 600
2023
Q1 		$209K Buy
+3,381
New +$207K 0.01% 576

Other funds holding IXUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

NewEdge Wealth's IXUS Position: Q1 2026 in Review

NewEdge Wealth increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 9.2% in Q1 2026, buying an estimated $20.6K and bringing the position to 2,734 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

NewEdge Wealth first reported a position in IXUS in Q1 2023 and has held it in 13 quarters since. The position peaked at $252K in Q1 2024. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • NewEdge Wealth held 2,734 shares of iShares Core MSCI Total International Stock ETF worth $237K as of Q1 2026.
  • NewEdge Wealth bought 231 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $20.6K.
  • iShares Core MSCI Total International Stock ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #1034 holding.
  • NewEdge Wealth first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2023 and has held it in 13 quarters since.
  • NewEdge Wealth's iShares Core MSCI Total International Stock ETF position peaked at $252K in Q1 2024.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.