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

Simplicity Wealth’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	$3.2M	Sell	36,968 -3,807	-9%	-$339K	0.18%	121
2025 Q4	$3.45M	Sell	40,775 -4,340	-10%	-$364K	0.21%	112
2025 Q3	$3.73M	Sell	45,115 -4,240	-9%	-$337K	0.22%	109
2025 Q2	$3.82M	Buy	49,355 +867	+2%	+$63.3K	0.16%	138
2025 Q1	$3.38M	Buy	48,488 +4,045	+9%	+$280K	0.26%	94
2024 Q4	$2.94M	Sell	44,443 -6,833	-13%	-$474K	0.61%	32
2024 Q3	$3.72M	Sell	51,276 -2,305	-4%	-$160K	0.35%	66
2024 Q2	$3.62M	Buy	53,581 +6,037	+13%	+$409K	0.08%	243
2024 Q1	$3.23M	Buy	47,544 +43,468	+1,066%	+$2.84M	0.08%	259
2023 Q4	$265K	Buy	+4,076	New	+$250K	0.1%	150

Other funds holding IXUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Simplicity Wealth's IXUS Position: Q1 2026 in Review

Simplicity Wealth reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 9.3% in Q1 2026, selling an estimated $339K and leaving 36,968 shares worth $3.2M. The position accounts for 0.18% of the portfolio, ranked #121.

Simplicity Wealth first reported a position in IXUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.82M in Q2 2025. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

Simplicity Wealth held 36,968 shares of iShares Core MSCI Total International Stock ETF worth $3.2M as of Q1 2026.
Simplicity Wealth sold 3,807 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $339K.
iShares Core MSCI Total International Stock ETF made up 0.18% of Simplicity Wealth's portfolio in Q1 2026, its #121 holding.
Simplicity Wealth first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2023 and has held it in 10 quarters since.
Simplicity Wealth's iShares Core MSCI Total International Stock ETF position peaked at $3.82M in Q2 2025.
996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.