Rooted Wealth Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Rooted Wealth Advisors’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	$1.35M	Sell	14,103 -878	-6%	-$82.5K	0.33%	52
2026 Q1	$1.41M	Sell	14,981 -172	-1%	-$15.3K	0.37%	49
2025 Q4	$1.36M	Sell	15,153 -1,314	-8%	-$110K	0.38%	49
2025 Q3	$1.38M	Sell	16,467 -164,465	-91%	-$13.1M	0.42%	41
2025 Q2	$14M	Buy	180,932 +893	+0.5%	+$65.2K	4.83%	5
2025 Q1	$11.6M	Sell	180,039 -4,618	-3%	-$320K	5.01%	5
2024 Q4	$12.3M	Buy	184,657 +6,430	+4%	+$446K	4.81%	5
2024 Q3	$12.9M	Sell	178,227 -2,081	-1%	-$144K	5.74%	5
2024 Q2	$12.4M	Buy	180,308 +19,601	+12%	+$1.33M	5.49%	3
2024 Q1	$10.8M	Buy	160,707 +1,797	+1%	+$117K	5.34%	4
2023 Q4	$10.2M	Buy	158,910 +15,245	+11%	+$933K	5.35%	4
2023 Q3	$8.95M	Buy	143,665 +4,393	+3%	+$274K	5.51%	4
2023 Q2	$8.67M	Buy	139,272 +131,226	+1,631%	+$8.21M	5.85%	4
2023 Q1	$509K	Buy	+8,046	New	+$493K	0.38%	47

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

Rooted Wealth Advisors's IXUS Position: Q2 2026 in Review

Rooted Wealth Advisors reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 5.9% in Q2 2026, selling an estimated $82.5K and leaving 14,103 shares worth $1.35M. The position accounts for 0.33% of the portfolio, ranked #52.

Rooted Wealth Advisors first reported a position in IXUS in Q1 2023 and has held it in 14 quarters since. The position peaked at $14M in Q2 2025. 1,052 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Rooted Wealth Advisors held 14,103 shares of iShares Core MSCI Total International Stock ETF worth $1.35M as of Q2 2026.
Rooted Wealth Advisors sold 878 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $82.5K.
iShares Core MSCI Total International Stock ETF made up 0.33% of Rooted Wealth Advisors's portfolio in Q2 2026, its #52 holding.
Rooted Wealth Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2023 and has held it in 14 quarters since.
Rooted Wealth Advisors's iShares Core MSCI Total International Stock ETF position peaked at $14M in Q2 2025.
1,052 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.