NorthRock Partners’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

NorthRock Partners’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	$1.01M	Sell	11,663 -221	-2%	-$19.7K	0.02%	301
2025 Q4	$1.01M	Buy	11,884 +1,045	+10%	+$87.6K	0.02%	274
2025 Q3	$895K	Buy	+10,839	New	+$862K	0.02%	371
2025 Q2	–	Sell	-285	Closed	-$19.9K	–	814
2025 Q1	$19.9K	Hold	285	–	–	﹤0.01%	739
2024 Q4	$18.9K	Hold	285	–	–	﹤0.01%	701
2024 Q3	$20.7K	Sell	285 -237	-45%	-$16.4K	﹤0.01%	743
2024 Q2	$35.3K	Hold	522	–	–	﹤0.01%	690
2024 Q1	$35.4K	Buy	522 +237	+83%	+$15.5K	﹤0.01%	679
2023 Q4	$18.5K	Buy	+285	New	+$17.4K	﹤0.01%	659
2022 Q3	–	Sell	-4,361	Closed	-$249K	–	319
2022 Q2	$249K	Buy	4,361 +311	+8%	+$19.1K	0.03%	254
2022 Q1	$270K	Buy	+4,050	New	+$275K	0.02%	260
2020 Q2	–	Sell	-6,007	Closed	-$282K	–	220
2020 Q1	$282K	Sell	6,007 -2,781	-32%	-$157K	0.04%	147
2019 Q4	$544K	Buy	8,788 +1,247	+17%	+$74.7K	0.06%	143
2019 Q3	$436K	Buy	+7,541	New	+$433K	0.06%	134

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

NorthRock Partners's IXUS Position: Q1 2026 in Review

NorthRock Partners reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 1.9% in Q1 2026, selling an estimated $19.7K and leaving 11,663 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #301.

NorthRock Partners first reported a position in IXUS in Q3 2019 and has held it in 14 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

NorthRock Partners held 11,663 shares of iShares Core MSCI Total International Stock ETF worth $1.01M as of Q1 2026.
NorthRock Partners sold 221 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $19.7K.
iShares Core MSCI Total International Stock ETF made up 0.02% of NorthRock Partners's portfolio in Q1 2026, its #301 holding.
NorthRock Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2019 and has held it in 14 quarters since.
996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.