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

RKL Wealth 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 Q1	$1.07M	Sell	12,307 -865	-7%	-$77.1K	0.1%	89
2025 Q4	$1.11M	Buy	13,172 +818	+7%	+$68.6K	0.09%	88
2025 Q3	$1.02M	Sell	12,354 -23	-0.2%	-$1.83K	0.09%	89
2025 Q2	$957K	Buy	12,377 +4,862	+65%	+$355K	0.08%	94
2025 Q1	$525K	Buy	7,515 +1,432	+24%	+$99.3K	0.05%	118
2024 Q4	$402K	Buy	+6,083	New	+$422K	0.04%	139
2022 Q1	–	Sell	-2,881	Closed	-$204K	–	143
2021 Q4	$204K	Buy	2,881 +53	+2%	+$3.81K	0.02%	125
2021 Q3	$201K	Sell	2,828 -1	-0%	-$73	0.03%	123
2021 Q2	$207K	Sell	2,829 -364	-11%	-$26.7K	0.03%	128
2021 Q1	$224K	Hold	3,193	–	–	0.03%	124
2020 Q4	$215K	Buy	+3,193	New	+$201K	0.03%	120
2020 Q1	–	Sell	-3,287	Closed	-$203K	–	116
2019 Q4	$203K	Buy	+3,287	New	+$197K	0.04%	118
2019 Q1	–	Sell	-5,118	Closed	-$269K	–	129
2018 Q4	$269K	Sell	5,118 -981	-16%	-$54.4K	0.06%	111
2018 Q3	$368K	Hold	6,099	–	–	0.08%	110
2018 Q2	$367K	Buy	6,099 +1	+0%	+$63	0.08%	112
2018 Q1	$384K	Sell	6,098 -385	-6%	-$24.8K	0.09%	109
2017 Q4	$409K	Buy	6,483 +391	+6%	+$24.3K	0.1%	113
2017 Q3	$371K	Buy	6,092 +710	+13%	+$42.2K	0.1%	115
2017 Q2	$309K	Buy	+5,382	New	+$306K	0.1%	119

Other funds holding IXUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

RKL Wealth Management's IXUS Position: Q1 2026 in Review

RKL Wealth Management reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 6.6% in Q1 2026, selling an estimated $77.1K and leaving 12,307 shares worth $1.07M. The position accounts for 0.1% of the portfolio, ranked #89.

RKL Wealth Management first reported a position in IXUS in Q2 2017 and has held it in 19 quarters since. The position peaked at $1.11M in Q4 2025. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

RKL Wealth Management held 12,307 shares of iShares Core MSCI Total International Stock ETF worth $1.07M as of Q1 2026.
RKL Wealth Management sold 865 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $77.1K.
iShares Core MSCI Total International Stock ETF made up 0.1% of RKL Wealth Management's portfolio in Q1 2026, its #89 holding.
RKL Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2017 and has held it in 19 quarters since.
RKL Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $1.11M in Q4 2025.
996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.