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Pinnacle Associates’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Pinnacle Associates’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 		$3.79M Buy
43,800
+321
+0.7% +$28.6K 0.05% 301
2025
Q4 		$3.68M Sell
43,479
-1,163
-3% -$97.5K 0.05% 290
2025
Q3 		$3.69M Buy
44,642
+383
+0.9% +$30.4K 0.05% 293
2025
Q2 		$3.42M Sell
44,259
-3,741
-8% -$273K 0.05% 302
2025
Q1 		$3.35M Buy
48,000
+6,335
+15% +$439K 0.05% 289
2024
Q4 		$2.76M Buy
41,665
+1,939
+5% +$135K 0.04% 331
2024
Q3 		$2.58M Sell
39,726
-1,430
-3% -$99K 0.04% 323
2024
Q2 		$2.78M Sell
41,156
-90
-0.2% -$6.1K 0.04% 316
2024
Q1 		$2.8M Buy
41,246
+1,520
+4% +$99.2K 0.04% 324
2023
Q4 		$2.58M Buy
39,726
+12,150
+44% +$744K 0.04% 327
2023
Q3 		$1.65M Sell
27,576
-10,481
-28% -$654K 0.03% 375
2023
Q2 		$2.38M Sell
38,057
-1,000
-3% -$62.6K 0.04% 335
2023
Q1 		$2.42M Buy
39,057
+10,197
+35% +$624K 0.05% 284
2022
Q4 		$1.67M Buy
28,860
+2,925
+11% +$163K 0.04% 322
2022
Q3 		$1.32M Buy
25,935
+4,000
+18% +$227K 0.03% 350
2022
Q2 		$1.25M Buy
21,935
+7,785
+55% +$479K 0.03% 361
2022
Q1 		$942K Sell
14,150
-2,620
-16% -$178K 0.02% 453
2021
Q4 		$1.19M Buy
16,770
+6,070
+57% +$436K 0.02% 422
2021
Q3 		$760K Hold
10,700
– – 0.01% 486
2021
Q2 		$784K Hold
10,700
– – 0.01% 476
2021
Q1 		$752K Hold
10,700
– – 0.01% 458
2020
Q4 		$719K Sell
10,700
-300
-3% -$18.9K 0.01% 448
2020
Q3 		$642K Sell
11,000
-166
-1% -$9.67K 0.02% 454
2020
Q2 		$609K Hold
11,166
– – 0.02% 460
2020
Q1 		$525K Hold
11,166
– – 0.02% 457
2019
Q4 		$691K Hold
11,166
– – 0.02% 484
2019
Q3 		$645K Sell
11,166
-284
-2% -$16.3K 0.02% 488
2019
Q2 		$671K Hold
11,450
– – 0.02% 485
2019
Q1 		$665K Hold
11,450
– – 0.02% 484
2018
Q4 		$601K Sell
11,450
-595
-5% -$33K 0.02% 478
2018
Q3 		$726K Hold
12,045
– – 0.02% 464
2018
Q2 		$724K Sell
12,045
-55
-0.5% -$3.46K 0.01% 462
2018
Q1 		$763K Sell
12,100
-150
-1% -$9.65K 0.02% 448
2017
Q4 		$773K Sell
12,250
-100
-0.8% -$6.22K 0.01% 438
2017
Q3 		$753K Buy
12,350
+750
+6% +$44.6K 0.01% 436
2017
Q2 		$665K Sell
11,600
-945
-8% -$53.7K 0.01% 457
2017
Q1 		$687K Buy
12,545
+290
+2% +$15.4K 0.01% 454
2016
Q4 		$619K Hold
12,255
– – 0.01% 459
2016
Q3 		$640K Buy
+12,255
New +$626K 0.01% 436

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

Pinnacle Associates's IXUS Position: Q1 2026 in Review

Pinnacle Associates increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.74% in Q1 2026, buying an estimated $28.6K and bringing the position to 43,800 shares worth $3.79M. The position accounts for 0.05% of the portfolio, ranked #301.

Pinnacle Associates first reported a position in IXUS in Q3 2016 and has held it in 39 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Pinnacle Associates held 43,800 shares of iShares Core MSCI Total International Stock ETF worth $3.79M as of Q1 2026.
  • Pinnacle Associates bought 321 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $28.6K.
  • iShares Core MSCI Total International Stock ETF made up 0.05% of Pinnacle Associates's portfolio in Q1 2026, its #301 holding.
  • Pinnacle Associates first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2016 and has held it in 39 quarters since.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.