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Sequoia Financial Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Sequoia 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 		$601M Buy
6,296,845
+247,729
+4% +$23.3M 2.99% 3
2026
Q1 		$524M Buy
6,049,116
+233,491
+4% +$20.8M 2.93% 3
2025
Q4 		$492M Sell
5,815,625
-25,122
-0.4% -$2.11M 2.75% 4
2025
Q3 		$482M Buy
5,840,747
+291,333
+5% +$23.2M 2.93% 3
2025
Q2 		$429M Buy
5,549,414
+497,578
+10% +$36.3M 2.93% 3
2025
Q1 		$353M Buy
5,051,836
+932,456
+23% +$64.7M 2.72% 3
2024
Q4 		$272M Buy
4,119,380
+206,708
+5% +$14.3M 2.62% 5
2024
Q3 		$284M Buy
3,912,672
+77,525
+2% +$5.37M 3.05% 4
2024
Q2 		$259M Buy
3,835,147
+157,633
+4% +$10.7M 3.12% 4
2024
Q1 		$250M Sell
3,677,514
-863,915
-19% -$56.4M 3.1% 3
2023
Q4 		$295M Buy
4,541,429
+239,131
+6% +$14.6M 3.66% 2
2023
Q3 		$258M Buy
4,302,298
+39,068
+0.9% +$2.44M 4.52% 2
2023
Q2 		$267M Buy
4,263,230
+183,055
+4% +$11.5M 4.58% 2
2023
Q1 		$253M Buy
4,080,175
+123,405
+3% +$7.56M 5.62% 2
2022
Q4 		$229M Buy
3,956,770
+329,999
+9% +$18.4M 5.63% 2
2022
Q3 		$185M Buy
3,626,771
+17,873
+0.5% +$1.01M 5.82% 2
2022
Q2 		$206M Buy
3,608,898
+133,627
+4% +$8.23M 5.82% 3
2022
Q1 		$231M Buy
3,475,271
+334,017
+11% +$22.7M 5.78% 2
2021
Q4 		$223M Buy
3,141,254
+1,887,041
+150% +$136M 6.07% 2
2021
Q3 		$89M Sell
1,254,213
-1,704,102
-58% -$124M 9.05% 2
2021
Q2 		$217M Buy
2,958,315
+106,263
+4% +$7.78M 7.91% 2
2021
Q1 		$200M Sell
2,852,052
-19,451
-0.7% -$1.36M 8.39% 2
2020
Q4 		$193M Buy
2,871,503
+30,571
+1% +$1.92M 8.82% 2
2020
Q3 		$166M Buy
2,840,932
+77,619
+3% +$4.52M 8.74% 2
2020
Q2 		$151M Buy
2,763,313
+18,342
+0.7% +$943K 8.91% 2
2020
Q1 		$129M Buy
2,744,971
+30,662
+1% +$1.73M 9.53% 2
2019
Q4 		$168M Buy
2,714,309
+54,516
+2% +$3.27M 10.67% 2
2019
Q3 		$154M Sell
2,659,793
-178,832
-6% -$10.3M 11.13% 2
2019
Q2 		$166M Buy
2,838,625
+83,259
+3% +$4.85M 12.38% 1
2019
Q1 		$160M Buy
2,755,366
+1,029,537
+60% +$58.2M 13.14% 1
2018
Q4 		$90.7M Buy
1,725,829
+104,204
+6% +$5.78M 10.49% 1
2018
Q3 		$97.8M Sell
1,621,625
-291,573
-15% -$17.6M 9.72% 1
2018
Q2 		$115M Buy
1,913,198
+126,776
+7% +$7.97M 12.25% 1
2018
Q1 		$113M Buy
1,786,422
+215,993
+14% +$13.9M 11.85% 1
2017
Q4 		$99.1M Buy
1,570,429
+74,306
+5% +$4.62M 10.44% 1
2017
Q3 		$91.2M Buy
1,496,123
+167,603
+13% +$9.97M 10.81% 1
2017
Q2 		$76.2M Buy
1,328,520
+154,598
+13% +$8.78M 9.44% 1
2017
Q1 		$64.3M Buy
1,173,922
+329,212
+39% +$17.5M 8.18% 2
2016
Q4 		$42.6M Buy
844,710
+84,756
+11% +$4.31M 6.1% 3
2016
Q3 		$39.7M Buy
+759,954
New +$38.8M 7.4% 3

Other funds holding IXUS

WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
ASW
Astoria Strategic Wealth Conroe, Texas $438M AUM 16.79% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Magnolia Wealth Management Dothan, Alabama $191M AUM 17.58% 1-Year Est. Return

Sequoia Financial Advisors's IXUS Position: Q2 2026 in Review

Sequoia Financial Advisors increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 4.1% in Q2 2026, buying an estimated $23.3M and bringing the position to 6,296,845 shares worth $601M. The position accounts for 2.99% of the portfolio, ranked #3.

Sequoia Financial Advisors first reported a position in IXUS in Q3 2016 and has held it in 40 quarters since. 260 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Sequoia Financial Advisors held 6,296,845 shares of iShares Core MSCI Total International Stock ETF worth $601M as of Q2 2026.
  • Sequoia Financial Advisors bought 247,729 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $23.3M.
  • iShares Core MSCI Total International Stock ETF made up 2.99% of Sequoia Financial Advisors's portfolio in Q2 2026, its #3 holding.
  • Sequoia Financial Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2016 and has held it in 40 quarters since.
  • 260 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.