Sowell Financial Services’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-4,735
| Closed | -$401K | – | 1155 |
|
|
2025
Q4 | $401K | Sell |
4,735
-107
| -2% | -$8.97K | 0.01% | 722 |
|
|
2025
Q3 | $400K | Buy |
4,842
+137
| +3% | +$10.9K | 0.02% | 709 |
|
|
2025
Q2 | $364K | Sell |
4,705
-1,491
| -24% | -$109K | 0.01% | 711 |
|
|
2025
Q1 | $433K | Buy |
+6,196
| New | +$430K | 0.02% | 623 |
|
|
2024
Q4 | – | Sell |
-176,951
| Closed | -$12.9M | – | 560 |
|
|
2024
Q3 | $12.9M | Sell |
176,951
-3,197
| -2% | -$221K | 0.6% | 30 |
|
|
2024
Q2 | $12.2M | Sell |
180,148
-35
| -0% | -$2.37K | 0.58% | 35 |
|
|
2024
Q1 | $12.2M | Buy |
180,183
+150,531
| +508% | +$9.83M | 0.58% | 35 |
|
|
2023
Q4 | $1.93M | Sell |
29,652
-2,719
| -8% | -$166K | 0.1% | 214 |
|
|
2023
Q3 | $1.94M | Sell |
32,371
-2,452
| -7% | -$153K | 0.12% | 192 |
|
|
2023
Q2 | $2.18M | Buy |
34,823
+30,155
| +646% | +$1.89M | 0.12% | 194 |
|
|
2023
Q1 | $289K | Sell |
4,668
-37,154
| -89% | -$2.28M | 0.02% | 570 |
|
|
2022
Q4 | $2.42M | Buy |
41,822
+29,300
| +234% | +$1.63M | 0.16% | 159 |
|
|
2022
Q3 | $638K | Buy |
+12,522
| New | +$710K | 0.06% | 290 |
|
|
2022
Q1 | – | Sell |
-27,468
| Closed | -$1.95M | – | 347 |
|
|
2021
Q4 | $1.95M | Sell |
27,468
-5,388
| -16% | -$387K | 0.11% | 199 |
|
|
2021
Q3 | $2.33M | Buy |
32,856
+22,224
| +209% | +$1.62M | 0.16% | 159 |
|
|
2021
Q2 | $779K | Sell |
10,632
-372
| -3% | -$27.2K | 0.05% | 354 |
|
|
2021
Q1 | $805K | Buy |
11,004
+1,246
| +13% | +$87.4K | 0.03% | 475 |
|
|
2020
Q4 | $656K | Sell |
9,758
-343
| -3% | -$21.6K | 0.03% | 442 |
|
|
2020
Q3 | $589K | Sell |
10,101
-5,107
| -34% | -$298K | 0.03% | 430 |
|
|
2020
Q2 | $829K | Sell |
15,208
-2,046
| -12% | -$105K | 0.05% | 320 |
|
|
2020
Q1 | $811K | Buy |
17,254
+1,465
| +9% | +$82.8K | 0.06% | 280 |
|
|
2019
Q4 | $977K | Buy |
15,789
+48
| +0.3% | +$2.88K | 0.07% | 270 |
|
|
2019
Q3 | $909K | Buy |
+15,741
| New | +$904K | 0.08% | 265 |
|
|
2019
Q1 | $850K | Sell |
14,638
-1,483
| -9% | -$83.8K | 0.09% | 228 |
|
|
2018
Q4 | $847K | Buy |
+16,121
| New | +$895K | 0.12% | 184 |
|
|
2018
Q3 | – | Sell |
-13,627
| Closed | -$808K | – | 421 |
|
|
2018
Q2 | $808K | Buy |
13,627
+2,244
| +20% | +$141K | 0.17% | 124 |
|
|
2018
Q1 | $718K | Buy |
11,383
+2,475
| +28% | +$159K | 0.18% | 122 |
|
|
2017
Q4 | $590K | Buy |
8,908
+1,470
| +20% | +$91.4K | 0.14% | 136 |
|
|
2017
Q3 | $464K | Sell |
7,438
-265
| -3% | -$15.8K | 0.12% | 150 |
|
|
2017
Q2 | $460K | Buy |
+7,703
| New | +$438K | 0.13% | 142 |
|
|
2017
Q1 | – | Sell |
-398
| Closed | -$21K | – | 419 |
|
|
2016
Q4 | $21K | Buy |
+398
| New | +$20.2K | 0.01% | 422 |
|
Other funds holding IXUS
AA
DADC
Sowell Financial Services's IXUS Position: Q1 2026 in Review
Sowell Financial Services sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q1 2026, closing a stake of 4,735 shares — an estimated $401K sold.
Sowell Financial Services first reported a position in IXUS in Q4 2016 and held it in 31 quarters. The position peaked at $12.9M in Q3 2024. 1,002 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.
- Sowell Financial Services reported no remaining iShares Core MSCI Total International Stock ETF position as of Q1 2026 after selling out during the quarter.
- Sowell Financial Services sold 4,735 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $401K.
- Sowell Financial Services first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2016 and held it in 31 quarters.
- Sowell Financial Services's iShares Core MSCI Total International Stock ETF position peaked at $12.9M in Q3 2024.
- 1,002 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.
Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.