Richard W. Paul & Associates’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Richard W. Paul & 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 Q2	$286	Hold	3	–	–	﹤0.01%	316
2026 Q1	$260	Buy	3 +1	+50%	+$89	﹤0.01%	296
2025 Q4	$169	Hold	2	–	–	﹤0.01%	290
2025 Q3	$165	Hold	2	–	–	﹤0.01%	313
2025 Q2	$155	Buy	+2	New	+$146	﹤0.01%	333
2025 Q1	–	Sell	-63	Closed	-$4.17K	–	428
2024 Q4	$4.17K	Hold	63	–	–	﹤0.01%	361
2024 Q3	$4.58K	Hold	63	–	–	﹤0.01%	351
2024 Q2	$4.26K	Buy	63 +25	+66%	+$1.7K	﹤0.01%	351
2024 Q1	$2.58K	Sell	38 -90	-70%	-$5.88K	﹤0.01%	409
2023 Q4	$8.31K	Hold	128	–	–	﹤0.01%	318
2023 Q3	$7.68K	Hold	128	–	–	﹤0.01%	313
2023 Q2	$8.02K	Hold	128	–	–	﹤0.01%	334
2023 Q1	$7.93K	Hold	128	–	–	﹤0.01%	340
2022 Q4	$7.41K	Buy	+128	New	+$7.14K	﹤0.01%	341

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

Richard W. Paul & Associates's IXUS Position: Q2 2026 in Review

Richard W. Paul & Associates held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q2 2026 at 3 shares worth $286. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Richard W. Paul & Associates first reported a position in IXUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.31K in Q4 2023. 1,052 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Richard W. Paul & Associates held 3 shares of iShares Core MSCI Total International Stock ETF worth $286 as of Q2 2026.
Richard W. Paul & Associates left its iShares Core MSCI Total International Stock ETF share count unchanged in Q2 2026.
iShares Core MSCI Total International Stock ETF made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #316 holding.
Richard W. Paul & Associates first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and has held it in 14 quarters since.
Richard W. Paul & Associates's iShares Core MSCI Total International Stock ETF position peaked at $8.31K in Q4 2023.
1,052 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.