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
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 $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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $18.1B AUM 24.63% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

SageView Advisory Group's IXUS Position: Q4 2025 in Review

SageView Advisory Group reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 3.9% in Q4 2025, selling an estimated $110K and leaving 32,226 shares worth $2.73M. The position accounts for 0.09% of the portfolio, ranked #127.

SageView Advisory Group first reported a position in IXUS in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.44M in Q2 2023. 963 funds tracked by Wall St. Rank hold IXUS as of Q4 2025.

SageView Advisory Group held 32,226 shares of iShares Core MSCI Total International Stock ETF worth $2.73M as of Q4 2025.
SageView Advisory Group sold 1,311 iShares Core MSCI Total International Stock ETF shares in Q4 2025, an estimated $110K.
iShares Core MSCI Total International Stock ETF made up 0.09% of SageView Advisory Group's portfolio in Q4 2025, its #127 holding.
SageView Advisory Group first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's iShares Core MSCI Total International Stock ETF position peaked at $5.44M in Q2 2023.
963 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.