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

Octavia Wealth Advisors’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
2025 Q4	–	Sell	-4,031	Closed	-$333K	–	265
2025 Q3	$333K	Buy	+4,031	New	+$320K	0.03%	180
2024 Q4	–	Sell	-3,728	Closed	-$271K	–	228
2024 Q3	$271K	Buy	+3,728	New	+$258K	0.03%	178
2023 Q4	–	Sell	-4,101	Closed	-$246K	–	230
2023 Q3	$246K	Buy	+4,101	New	+$256K	0.05%	170

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 22.9% 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

Octavia Wealth Advisors's IXUS Position: Q4 2025 in Review

Octavia Wealth Advisors sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q4 2025, closing a stake of 4,031 shares — an estimated $333K sold.

Octavia Wealth Advisors first reported a position in IXUS in Q3 2023 and held it in 3 quarters. The position peaked at $333K in Q3 2025. 967 funds tracked by Wall St. Rank hold IXUS as of Q4 2025.

Octavia Wealth Advisors reported no remaining iShares Core MSCI Total International Stock ETF position as of Q4 2025 after selling out during the quarter.
Octavia Wealth Advisors sold 4,031 iShares Core MSCI Total International Stock ETF shares in Q4 2025, an estimated $333K.
Octavia Wealth Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2023 and held it in 3 quarters.
Octavia Wealth Advisors's iShares Core MSCI Total International Stock ETF position peaked at $333K in Q3 2025.
967 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2025.

Based on Octavia Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.