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Sax Wealth Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Sax Wealth 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 		$2.37M Buy
27,356
+18,382
+205% +$1.73M 0.1% 137
2026
Q1 		$760K Hold
8,974
– – 0.04% 228
2025
Q4 		$760K Sell
8,974
-1,451
-14% -$122K 0.04% 233
2025
Q3 		$861K Sell
10,425
-375
-3% -$29.8K 0.05% 199
2025
Q2 		$835K Buy
10,800
+182
+2% +$13.3K 0.05% 191
2025
Q1 		$741K Hold
10,618
– – 0.05% 172
2024
Q4 		$702K Sell
10,618
-2
-0% -$139 0.06% 160
2024
Q3 		$771K Sell
10,620
-300
-3% -$20.8K 0.07% 113
2024
Q2 		$738K Buy
10,920
+110
+1% +$7.46K 0.07% 110
2024
Q1 		$734K Buy
10,810
+925
+9% +$60.4K 0.09% 89
2023
Q4 		$642K Buy
9,885
+875
+10% +$53.6K 0.1% 102
2023
Q3 		$540K Sell
9,010
-670
-7% -$41.8K 0.11% 106
2023
Q2 		$606K Buy
9,680
+241
+3% +$15.1K 0.12% 97
2023
Q1 		$585K Buy
9,439
+13
+0.1% +$796 0.13% 97
2022
Q4 		$546K Buy
9,426
+4
+0% +$223 0.13% 96
2022
Q3 		$480K Hold
9,422
– – 0.12% 101
2022
Q2 		$537K Buy
9,422
+6
+0.1% +$369 0.14% 98
2022
Q1 		$627K Sell
9,416
-55,173
-85% -$3.74M 0.15% 90
2021
Q4 		$4.58M Buy
64,589
+529
+0.8% +$38K 0.95% 25
2021
Q3 		$4.55M Buy
64,060
+22
+0% +$1.6K 1.08% 21
2021
Q2 		$4.69M Sell
64,038
-45
-0.1% -$3.29K 1.61% 15
2021
Q1 		$4.5M Hold
64,083
– – 1.65% 14
2020
Q4 		$4.31M Buy
+64,083
New +$4.03M 1.98% 13

Other funds holding IXUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Sax Wealth Advisors's IXUS Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 205% in Q2 2026, buying an estimated $1.73M and bringing the position to 27,356 shares worth $2.37M. The position accounts for 0.1% of the portfolio, ranked #137.

Sax Wealth Advisors first reported a position in IXUS in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.69M in Q2 2021. 1,056 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Sax Wealth Advisors held 27,356 shares of iShares Core MSCI Total International Stock ETF worth $2.37M as of Q2 2026.
  • Sax Wealth Advisors bought 18,382 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $1.73M.
  • iShares Core MSCI Total International Stock ETF made up 0.1% of Sax Wealth Advisors's portfolio in Q2 2026, its #137 holding.
  • Sax Wealth Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2020 and has held it in 23 quarters since.
  • Sax Wealth Advisors's iShares Core MSCI Total International Stock ETF position peaked at $4.69M in Q2 2021.
  • 1,056 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.