Stokes Family Office’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Stokes Family Office’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	$811K	Buy	9,363 +1,960	+26%	+$175K	0.08%	144
2025 Q4	$627K	Sell	7,403 -114	-2%	-$9.56K	0.06%	174
2025 Q3	$621K	Buy	7,517 +186	+3%	+$14.8K	0.06%	163
2025 Q2	$567K	Buy	+7,331	New	+$535K	0.06%	152
2022 Q2	–	Sell	-4,441	Closed	-$296K	–	282
2022 Q1	$296K	Sell	4,441 -7,399	-62%	-$502K	0.04%	210
2021 Q4	$840K	Sell	11,840 -596	-5%	-$42.8K	0.1%	118
2021 Q3	$883K	Sell	12,436 -313	-2%	-$22.8K	0.12%	104
2021 Q2	$935K	Buy	12,749 +30	+0.2%	+$2.2K	0.13%	100
2021 Q1	$894K	Buy	12,719 +98	+0.8%	+$6.87K	0.14%	96
2020 Q4	$848K	Buy	12,621 +7,287	+137%	+$458K	0.17%	87
2020 Q3	$311K	Buy	5,334 +420	+9%	+$24.5K	0.07%	125
2020 Q2	$268K	Sell	4,914 -4,714	-49%	-$242K	0.07%	116
2020 Q1	$453K	Sell	9,628 -82	-0.8%	-$4.63K	0.12%	100
2019 Q4	$601K	Buy	+9,710	New	+$582K	0.13%	91

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

Stokes Family Office's IXUS Position: Q1 2026 in Review

Stokes Family Office increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 26% in Q1 2026, buying an estimated $175K and bringing the position to 9,363 shares worth $811K. The position accounts for 0.08% of the portfolio, ranked #144.

Stokes Family Office first reported a position in IXUS in Q4 2019 and has held it in 14 quarters since. The position peaked at $935K in Q2 2021. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

Stokes Family Office held 9,363 shares of iShares Core MSCI Total International Stock ETF worth $811K as of Q1 2026.
Stokes Family Office bought 1,960 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $175K.
iShares Core MSCI Total International Stock ETF made up 0.08% of Stokes Family Office's portfolio in Q1 2026, its #144 holding.
Stokes Family Office first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2019 and has held it in 14 quarters since.
Stokes Family Office's iShares Core MSCI Total International Stock ETF position peaked at $935K in Q2 2021.
996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.