SageView Advisory Group’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

SageView Advisory Group’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	$3.08M	Buy	32,288 +100	+0.3%	+$9.4K	0.1%	121
2026 Q1	$2.79M	Sell	32,188 -38	-0.1%	-$3.38K	0.1%	110
2025 Q4	$2.73M	Sell	32,226 -1,311	-4%	-$110K	0.09%	127
2025 Q3	$2.77M	Buy	33,537 +188	+0.6%	+$14.9K	0.1%	131
2025 Q2	$2.6M	Buy	33,349 +58	+0.2%	+$4.24K	0.1%	115
2025 Q1	$2.32M	Sell	33,291 -33,404	-50%	-$2.32M	0.1%	113
2024 Q4	$4.41M	Buy	66,695 +3,885	+6%	+$270K	0.19%	68
2024 Q3	$4.56M	Sell	62,810 -8,732	-12%	-$605K	0.23%	57
2024 Q2	$4.83M	Buy	71,542 +67,326	+1,597%	+$4.57M	0.22%	58
2024 Q1	$251K	Sell	4,216 -78,488	-95%	-$5.12M	0.01%	465
2023 Q4	$5.31M	Buy	82,704 +5,238	+7%	+$321K	0.23%	61
2023 Q3	$4.65M	Sell	77,466 -9,382	-11%	-$585K	0.27%	52
2023 Q2	$5.44M	Buy	86,848 +9,460	+12%	+$592K	0.3%	48
2023 Q1	$4.79M	Sell	77,388 -4,212	-5%	-$258K	0.31%	49
2022 Q4	$4.72M	Buy	+81,600	New	+$4.55M	0.38%	55

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

SageView Advisory Group's IXUS Position: Q2 2026 in Review

SageView Advisory Group increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.31% in Q2 2026, buying an estimated $9.4K and bringing the position to 32,288 shares worth $3.08M. The position accounts for 0.1% of the portfolio, ranked #121.

SageView Advisory Group first reported a position in IXUS in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.44M in Q2 2023. 1,058 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

SageView Advisory Group held 32,288 shares of iShares Core MSCI Total International Stock ETF worth $3.08M as of Q2 2026.
SageView Advisory Group bought 100 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $9.4K.
iShares Core MSCI Total International Stock ETF made up 0.1% of SageView Advisory Group's portfolio in Q2 2026, its #121 holding.
SageView Advisory Group first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and has held it in 15 quarters since.
SageView Advisory Group's iShares Core MSCI Total International Stock ETF position peaked at $5.44M in Q2 2023.
1,058 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.