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Optima Capital’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Optima Capital’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 		– Sell
-837
Closed -$70.8K – 741
2025
Q4 		$70.8K Buy
+837
New +$70.2K 0.03% 268
2025
Q1 		– Sell
-5,921
Closed -$392K – 158
2024
Q4 		$392K Buy
+5,921
New +$411K 0.27% 103

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 $18.1B AUM 24.63% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Optima Capital's IXUS Position: Q1 2026 in Review

Optima Capital sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q1 2026, closing a stake of 837 shares — an estimated $70.8K sold.

Optima Capital first reported a position in IXUS in Q4 2024 and held it in 2 quarters. The position peaked at $392K in Q4 2024. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Optima Capital reported no remaining iShares Core MSCI Total International Stock ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 837 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $70.8K.
  • Optima Capital first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2024 and held it in 2 quarters.
  • Optima Capital's iShares Core MSCI Total International Stock ETF position peaked at $392K in Q4 2024.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.