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

Obermeyer Wealth 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 Q2	$486K	Hold	5,092	–	–	0.02%	176
2026 Q1	$441K	Buy	5,092 +1,771	+53%	+$158K	0.02%	188
2025 Q4	$281K	Sell	3,321 -142	-4%	-$11.9K	0.01%	248
2025 Q3	$286K	Buy	3,463 +150	+5%	+$11.9K	0.01%	241
2025 Q2	$256K	Buy	3,313 +24	+0.7%	+$1.75K	0.01%	239
2025 Q1	$230K	Buy	3,289 +16	+0.5%	+$1.11K	0.01%	238
2024 Q4	$216K	Hold	3,273	–	–	0.01%	242
2024 Q3	$238K	Hold	3,273	–	–	0.01%	227
2024 Q2	$221K	Buy	3,273 +173	+6%	+$11.7K	0.01%	226
2024 Q1	$210K	Hold	3,100	–	–	0.01%	239
2023 Q4	$201K	Buy	+3,100	New	+$190K	0.01%	210

Other funds holding IXUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Obermeyer Wealth Partners's IXUS Position: Q2 2026 in Review

Obermeyer Wealth Partners held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q2 2026 at 5,092 shares worth $486K. The position accounts for 0.02% of the portfolio, ranked #176.

Obermeyer Wealth Partners first reported a position in IXUS in Q4 2023 and has held it in 11 quarters since. 1,055 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Obermeyer Wealth Partners held 5,092 shares of iShares Core MSCI Total International Stock ETF worth $486K as of Q2 2026.
Obermeyer Wealth Partners left its iShares Core MSCI Total International Stock ETF share count unchanged in Q2 2026.
iShares Core MSCI Total International Stock ETF made up 0.02% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #176 holding.
Obermeyer Wealth Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2023 and has held it in 11 quarters since.
1,055 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.