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

SOA Wealth 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 Q1	$55.5K	Hold	640	–	–	0.01%	347
2025 Q4	$54.2K	Hold	640	–	–	0.01%	358
2025 Q3	$52.9K	Hold	640	–	–	0.01%	370
2025 Q2	$49.5K	Hold	640	–	–	0.01%	373
2025 Q1	$44.7K	Hold	640	–	–	0.01%	357
2024 Q4	$42.3K	Hold	640	–	–	0.01%	349
2024 Q3	$46.5K	Hold	640	–	–	0.01%	327
2024 Q2	$43.2K	Hold	640	–	–	0.01%	327
2024 Q1	$43.4K	Hold	640	–	–	0.01%	325
2023 Q4	$41.6K	Buy	+640	New	+$39.2K	0.01%	317

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

SOA Wealth Advisors's IXUS Position: Q1 2026 in Review

SOA Wealth Advisors held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q1 2026 at 640 shares worth $55.5K. The position accounts for 0.01% of the portfolio, ranked #347.

SOA Wealth Advisors first reported a position in IXUS in Q4 2023 and has held it in 10 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

SOA Wealth Advisors held 640 shares of iShares Core MSCI Total International Stock ETF worth $55.5K as of Q1 2026.
SOA Wealth Advisors left its iShares Core MSCI Total International Stock ETF share count unchanged in Q1 2026.
iShares Core MSCI Total International Stock ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #347 holding.
SOA Wealth Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2023 and has held it in 10 quarters since.
996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.