Private Wealth Asset Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Private Wealth Asset Management’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	$4.21M	Buy	44,135 +1,610	+4%	+$151K	0.41%	51
2026 Q1	$3.68M	Buy	42,525 +981	+2%	+$87.4K	0.39%	50
2025 Q4	$3.52M	Sell	41,544 -1,444	-3%	-$121K	0.38%	49
2025 Q3	$3.55M	Buy	42,988 +980	+2%	+$77.9K	0.42%	44
2025 Q2	$3.25M	Buy	42,008 +1,206	+3%	+$88K	0.43%	45
2025 Q1	$2.85M	Buy	+40,802	New	+$2.83M	0.41%	50

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

Private Wealth Asset Management's IXUS Position: Q2 2026 in Review

Private Wealth Asset Management increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 3.8% in Q2 2026, buying an estimated $151K and bringing the position to 44,135 shares worth $4.21M. The position accounts for 0.41% of the portfolio, ranked #51.

Private Wealth Asset Management first reported a position in IXUS in Q1 2025 and has held it in 6 quarters since. 1,052 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Private Wealth Asset Management held 44,135 shares of iShares Core MSCI Total International Stock ETF worth $4.21M as of Q2 2026.
Private Wealth Asset Management bought 1,610 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $151K.
iShares Core MSCI Total International Stock ETF made up 0.41% of Private Wealth Asset Management's portfolio in Q2 2026, its #51 holding.
Private Wealth Asset Management first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2025 and has held it in 6 quarters since.
1,052 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.