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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
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
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

Obermeyer Wealth Partners's IXUS Position: Q1 2026 in Review

Obermeyer Wealth Partners increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 53% in Q1 2026, buying an estimated $158K and bringing the position to 5,092 shares worth $441K. The position accounts for 0.02% of the portfolio, ranked #188.

Obermeyer Wealth Partners first reported a position in IXUS in Q4 2023 and has held it in 10 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Obermeyer Wealth Partners held 5,092 shares of iShares Core MSCI Total International Stock ETF worth $441K as of Q1 2026.
  • Obermeyer Wealth Partners bought 1,771 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $158K.
  • iShares Core MSCI Total International Stock ETF made up 0.02% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #188 holding.
  • Obermeyer Wealth Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2023 and has held it in 10 quarters since.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.