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

Private Wealth Management Group’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	$95.4K	Buy	+1,000	New	+$94K	0.02%	171
2025 Q3	–	Sell	-113	Closed	-$8.74K	–	1509
2025 Q2	$8.74K	Hold	113	–	–	﹤0.01%	532
2025 Q1	$7.89K	Buy	+113	New	+$7.84K	﹤0.01%	555

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 Management Group's IXUS Position: Q2 2026 in Review

Private Wealth Management Group opened a new position in iShares Core MSCI Total International Stock ETF (IXUS) in Q2 2026: 1,000 shares worth $95.4K. The stake represents 0.02% of the portfolio and ranks #171 among its holdings. This is a return to the name: Private Wealth Management Group previously reported a position in IXUS as recently as Q2 2025.

Private Wealth Management Group first reported a position in IXUS in Q1 2025 and has held it in 3 quarters since. 1,055 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Private Wealth Management Group held 1,000 shares of iShares Core MSCI Total International Stock ETF worth $95.4K as of Q2 2026.
iShares Core MSCI Total International Stock ETF was a new Private Wealth Management Group position in Q2 2026.
iShares Core MSCI Total International Stock ETF made up 0.02% of Private Wealth Management Group's portfolio in Q2 2026, its #171 holding.
Private Wealth Management Group first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2025 and has held it in 3 quarters since.
1,055 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.