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

Robertson Stephens 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	$3.53M	Sell	40,696 -2,144	-5%	-$191K	0.1%	147
2025 Q4	$3.63M	Sell	42,840 -12,623	-23%	-$1.06M	0.09%	150
2025 Q3	$4.58M	Buy	55,463 +15,062	+37%	+$1.2M	0.14%	110
2025 Q2	$3.12M	Sell	40,401 -12,728	-24%	-$929K	0.1%	140
2025 Q1	$3.71M	Sell	53,129 -4,894	-8%	-$339K	0.13%	130
2024 Q4	$3.84M	Sell	58,023 -3,564	-6%	-$247K	0.14%	139
2024 Q3	$4.47M	Sell	61,587 -683	-1%	-$47.3K	0.16%	127
2024 Q2	$4.21M	Buy	62,270 +50	+0.1%	+$3.39K	0.21%	92
2024 Q1	$4.22M	Sell	62,220 -16,576	-21%	-$1.08M	0.22%	82
2023 Q4	$5.12M	Buy	78,796 +15,499	+24%	+$949K	0.31%	56
2023 Q3	$3.8M	Buy	63,297 +6,176	+11%	+$385K	0.26%	81
2023 Q2	$3.58M	Sell	57,121 -3,597	-6%	-$225K	0.25%	88
2023 Q1	$3.76M	Sell	60,718 -8,731	-13%	-$535K	0.29%	72
2022 Q4	$4.02M	Buy	69,449 +17,880	+35%	+$998K	0.39%	56
2022 Q3	$2.63M	Sell	51,569 -95,945	-65%	-$5.44M	0.27%	77
2022 Q2	$8.41M	Buy	147,514 +126,084	+588%	+$7.76M	0.79%	31
2022 Q1	$1.43M	Sell	21,430 -4,184	-16%	-$284K	0.12%	147
2021 Q4	$1.82M	Buy	25,614 +4,903	+24%	+$352K	0.15%	120
2021 Q3	$1.47M	Sell	20,711 -35	-0.2%	-$2.55K	0.17%	89
2021 Q2	$1.52M	Buy	20,746 +1,780	+9%	+$130K	0.18%	90
2021 Q1	$1.33M	Buy	18,966 +14,160	+295%	+$993K	0.21%	83
2020 Q4	$322K	Sell	4,806 -284	-6%	-$17.8K	0.07%	181
2020 Q3	$296K	Buy	5,090 +246	+5%	+$14.3K	0.07%	176
2020 Q2	$264K	Buy	+4,844	New	+$249K	0.08%	155

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

Robertson Stephens Wealth Management's IXUS Position: Q1 2026 in Review

Robertson Stephens Wealth Management reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 5% in Q1 2026, selling an estimated $191K and leaving 40,696 shares worth $3.53M. The position accounts for 0.1% of the portfolio, ranked #147.

Robertson Stephens Wealth Management first reported a position in IXUS in Q2 2020 and has held it in 24 quarters since. The position peaked at $8.41M in Q2 2022. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

Robertson Stephens Wealth Management held 40,696 shares of iShares Core MSCI Total International Stock ETF worth $3.53M as of Q1 2026.
Robertson Stephens Wealth Management sold 2,144 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $191K.
iShares Core MSCI Total International Stock ETF made up 0.1% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #147 holding.
Robertson Stephens Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2020 and has held it in 24 quarters since.
Robertson Stephens Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $8.41M in Q2 2022.
996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.