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Sagespring Wealth Partners’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Sagespring Wealth 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
Q1 		$1.41M Sell
16,271
-587
-3% -$52.3K 0.03% 250
2025
Q4 		$1.43M Sell
16,858
-82
-0.5% -$6.88K 0.03% 245
2025
Q3 		$1.4M Buy
16,940
+1,062
+7% +$84.4K 0.03% 242
2025
Q2 		$1.23M Sell
15,878
-7,997
-33% -$584K 0.03% 247
2025
Q1 		$1.67M Buy
23,875
+6,478
+37% +$449K 0.04% 173
2024
Q4 		$1.15M Buy
+17,397
New +$1.21M 0.03% 197

Other funds holding IXUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Sagespring Wealth Partners's IXUS Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 3.5% in Q1 2026, selling an estimated $52.3K and leaving 16,271 shares worth $1.41M. The position accounts for 0.03% of the portfolio, ranked #250.

Sagespring Wealth Partners first reported a position in IXUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.67M in Q1 2025. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Sagespring Wealth Partners held 16,271 shares of iShares Core MSCI Total International Stock ETF worth $1.41M as of Q1 2026.
  • Sagespring Wealth Partners sold 587 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $52.3K.
  • iShares Core MSCI Total International Stock ETF made up 0.03% of Sagespring Wealth Partners's portfolio in Q1 2026, its #250 holding.
  • Sagespring Wealth Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's iShares Core MSCI Total International Stock ETF position peaked at $1.67M in Q1 2025.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.