Roundview Capital’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Roundview Capital’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	$1.54M	Buy	17,738 +430	+2%	+$38.3K	0.1%	178
2025 Q4	$1.46M	Buy	17,308 +30	+0.2%	+$2.52K	0.09%	184
2025 Q3	$1.43M	Hold	17,278	–	–	0.09%	185
2025 Q2	$1.34M	Hold	17,278	–	–	0.09%	186
2025 Q1	$1.21M	Hold	17,278	–	–	0.09%	186
2024 Q4	$1.14M	Hold	17,278	–	–	0.08%	201
2024 Q3	$1.25M	Hold	17,278	–	–	0.09%	193
2024 Q2	$1.17M	Hold	17,278	–	–	0.09%	189
2024 Q1	$1.17M	Hold	17,278	–	–	0.1%	193
2023 Q4	$1.12M	Hold	17,278	–	–	0.1%	179
2023 Q3	$1.04M	Hold	17,278	–	–	0.1%	189
2023 Q2	$1.08M	Hold	17,278	–	–	0.11%	183
2023 Q1	$1.07M	Hold	17,278	–	–	0.11%	178
2022 Q4	$1M	Buy	+17,278	New	+$964K	0.11%	180

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

Roundview Capital's IXUS Position: Q1 2026 in Review

Roundview Capital increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 2.5% in Q1 2026, buying an estimated $38.3K and bringing the position to 17,738 shares worth $1.54M. The position accounts for 0.1% of the portfolio, ranked #178.

Roundview Capital first reported a position in IXUS in Q4 2022 and has held it in 14 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

Roundview Capital held 17,738 shares of iShares Core MSCI Total International Stock ETF worth $1.54M as of Q1 2026.
Roundview Capital bought 430 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $38.3K.
iShares Core MSCI Total International Stock ETF made up 0.1% of Roundview Capital's portfolio in Q1 2026, its #178 holding.
Roundview Capital first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and has held it in 14 quarters since.
996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.