Sage Mountain Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Sage Mountain 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	$430K	Sell	4,506 -550	-11%	-$51.7K	0.03%	151
2026 Q1	$438K	Buy	5,056 +807	+19%	+$71.9K	0.03%	145
2025 Q4	$360K	Hold	4,249	–	–	0.02%	350
2025 Q3	$351K	Hold	4,249	–	–	0.02%	345
2025 Q2	$328K	Sell	4,249 -265	-6%	-$19.3K	0.02%	309
2025 Q1	$315K	Hold	4,514	–	–	0.02%	296
2024 Q4	$299K	Hold	4,514	–	–	0.02%	298
2024 Q3	$328K	Hold	4,514	–	–	0.03%	272
2024 Q2	$305K	Hold	4,514	–	–	0.03%	248
2024 Q1	$306K	Hold	4,514	–	–	0.03%	236
2023 Q4	$293K	Sell	4,514 -3,261	-42%	-$200K	0.03%	209
2023 Q3	$466K	Hold	7,775	–	–	0.06%	120
2023 Q2	$487K	Sell	7,775 -1,276	-14%	-$79.9K	0.07%	115
2023 Q1	$561K	Hold	9,051	–	–	0.09%	91
2022 Q4	$524K	Buy	+9,051	New	+$505K	0.12%	69

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

Sage Mountain Advisors's IXUS Position: Q2 2026 in Review

Sage Mountain Advisors reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 11% in Q2 2026, selling an estimated $51.7K and leaving 4,506 shares worth $430K. The position accounts for 0.03% of the portfolio, ranked #151.

Sage Mountain Advisors first reported a position in IXUS in Q4 2022 and has held it in 15 quarters since. The position peaked at $561K in Q1 2023. 1,057 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Sage Mountain Advisors held 4,506 shares of iShares Core MSCI Total International Stock ETF worth $430K as of Q2 2026.
Sage Mountain Advisors sold 550 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $51.7K.
iShares Core MSCI Total International Stock ETF made up 0.03% of Sage Mountain Advisors's portfolio in Q2 2026, its #151 holding.
Sage Mountain Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and has held it in 15 quarters since.
Sage Mountain Advisors's iShares Core MSCI Total International Stock ETF position peaked at $561K in Q1 2023.
1,057 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.