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SC&H Financial Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

SC&H Financial 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 		$1.19M Buy
12,497
+98
+0.8% +$9.21K 0.16% 63
2026
Q1 		$1.07M Buy
12,399
+7
+0.1% +$624 0.16% 62
2025
Q4 		$1.05M Buy
+12,392
New +$1.04M 0.16% 62
2025
Q3 		– Sell
-12,946
Closed -$1M – 152
2025
Q2 		$1M Buy
12,946
+726
+6% +$53K 0.17% 65
2025
Q1 		$853K Sell
12,220
-1,003
-8% -$69.6K 0.17% 71
2024
Q4 		$875K Buy
13,223
+9
+0.1% +$625 0.18% 67
2024
Q3 		$960K Sell
13,214
-1,031
-7% -$71.4K 0.21% 64
2024
Q2 		$962K Sell
14,245
-63
-0.4% -$4.27K 0.24% 60
2024
Q1 		$971K Buy
14,308
+471
+3% +$30.7K 0.25% 61
2023
Q4 		$898K Sell
13,837
-405
-3% -$24.8K 0.26% 59
2023
Q3 		$854K Buy
14,242
+751
+6% +$46.8K 0.28% 62
2023
Q2 		$845K Buy
13,491
+249
+2% +$15.6K 0.28% 66
2023
Q1 		$820K Buy
13,242
+269
+2% +$16.5K 0.3% 64
2022
Q4 		$751K Sell
12,973
-7,664
-37% -$428K 0.31% 65
2022
Q3 		$1.05M Sell
20,637
-72
-0.3% -$4.08K 0.53% 44
2022
Q2 		$1.18M Buy
20,709
+12,832
+163% +$790K 0.55% 42
2022
Q1 		$524K Buy
7,877
+1,399
+22% +$94.9K 0.25% 86
2021
Q4 		$460K Buy
+6,478
New +$466K 0.25% 91

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

SC&H Financial Advisors's IXUS Position: Q2 2026 in Review

SC&H Financial Advisors increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.79% in Q2 2026, buying an estimated $9.21K and bringing the position to 12,497 shares worth $1.19M. The position accounts for 0.16% of the portfolio, ranked #63.

SC&H Financial Advisors first reported a position in IXUS in Q4 2021 and has held it in 18 quarters since. 1,053 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • SC&H Financial Advisors held 12,497 shares of iShares Core MSCI Total International Stock ETF worth $1.19M as of Q2 2026.
  • SC&H Financial Advisors bought 98 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $9.21K.
  • iShares Core MSCI Total International Stock ETF made up 0.16% of SC&H Financial Advisors's portfolio in Q2 2026, its #63 holding.
  • SC&H Financial Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,053 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.