SIMA Wealth Partners’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

SIMA Wealth Partners’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	$363K	Buy	3,800 +78	+2%	+$7.33K	0.26%	35
2026 Q1	$322K	Buy	3,722 +284	+8%	+$25.3K	0.25%	38
2025 Q4	$291K	Sell	3,438 -349	-9%	-$29.3K	0.22%	41
2025 Q3	$313K	Sell	3,787 -357	-9%	-$28.4K	0.24%	38
2025 Q2	$320K	Sell	4,144 -318	-7%	-$23.2K	0.26%	36
2025 Q1	$311K	Sell	4,462 -331	-7%	-$23K	0.26%	38
2024 Q4	$317K	Buy	4,793 +482	+11%	+$33.5K	0.27%	36
2024 Q3	$313K	Sell	4,311 -591	-12%	-$40.9K	0.27%	37
2024 Q2	$331K	Buy	+4,902	New	+$332K	0.32%	35

Other funds holding IXUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

SIMA Wealth Partners's IXUS Position: Q2 2026 in Review

SIMA Wealth Partners increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 2.1% in Q2 2026, buying an estimated $7.33K and bringing the position to 3,800 shares worth $363K. The position accounts for 0.26% of the portfolio, ranked #35.

SIMA Wealth Partners first reported a position in IXUS in Q2 2024 and has held it in 9 quarters since. 1,051 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

SIMA Wealth Partners held 3,800 shares of iShares Core MSCI Total International Stock ETF worth $363K as of Q2 2026.
SIMA Wealth Partners bought 78 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $7.33K.
iShares Core MSCI Total International Stock ETF made up 0.26% of SIMA Wealth Partners's portfolio in Q2 2026, its #35 holding.
SIMA Wealth Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2024 and has held it in 9 quarters since.
1,051 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.