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SHP Wealth Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

SHP Wealth Management’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
Q1 		$453K Sell
5,228
-2,998
-36% -$267K 0.03% 164
2025
Q4 		$696K Buy
+8,226
New +$690K 0.05% 113

Other funds holding IXUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

SHP Wealth Management's IXUS Position: Q1 2026 in Review

SHP Wealth Management reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 36% in Q1 2026, selling an estimated $267K and leaving 5,228 shares worth $453K. The position accounts for 0.03% of the portfolio, ranked #164.

SHP Wealth Management first reported a position in IXUS in Q4 2025 and has held it in 2 quarters since. The position peaked at $696K in Q4 2025. 1,002 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • SHP Wealth Management held 5,228 shares of iShares Core MSCI Total International Stock ETF worth $453K as of Q1 2026.
  • SHP Wealth Management sold 2,998 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $267K.
  • iShares Core MSCI Total International Stock ETF made up 0.03% of SHP Wealth Management's portfolio in Q1 2026, its #164 holding.
  • SHP Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $696K in Q4 2025.
  • 1,002 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.