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Root Financial Partners’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Root Financial Partners’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 		– Sell
-823
Closed -$71.3K – 1821
2026
Q1 		$71.3K Buy
823
+767
+1,370% +$68.3K ﹤0.01% 714
2025
Q4 		$4.74K Hold
56
– – ﹤0.01% 1779
2025
Q3 		$4.62K Buy
+56
New +$4.45K ﹤0.01% 1755

Other funds holding IXUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Root Financial Partners's IXUS Position: Q2 2026 in Review

Root Financial Partners sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q2 2026, closing a stake of 823 shares — an estimated $71.3K sold.

Root Financial Partners first reported a position in IXUS in Q3 2025 and held it in 3 quarters. The position peaked at $71.3K in Q1 2026. 1,057 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Root Financial Partners reported no remaining iShares Core MSCI Total International Stock ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 823 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $71.3K.
  • Root Financial Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares Core MSCI Total International Stock ETF position peaked at $71.3K in Q1 2026.
  • 1,057 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.