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Stone House Investment Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Stone House Investment Management’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 		$4.7K Sell
54
-328,158
-100% -$29.2M ﹤0.01% 461
2025
Q4 		$27.8M Buy
328,212
+34,784
+12% +$2.92M 4.31% 12
2025
Q3 		$24.2M Buy
293,428
+7,854
+3% +$624K 4.08% 12
2025
Q2 		$22.1M Sell
285,574
-25,439
-8% -$1.86M 4.06% 10
2025
Q1 		$21.7M Buy
311,013
+69,663
+29% +$4.83M 4.4% 8
2024
Q4 		$16M Sell
241,350
-33,261
-12% -$2.31M 4.06% 10
2024
Q3 		$19.9M Buy
274,611
+273,205
+19,431% +$18.9M 4.12% 10
2024
Q2 		$95K Sell
1,406
-283,724
-100% -$19.2M 0.02% 82
2024
Q1 		$19.3M Buy
285,130
+55,310
+24% +$3.61M 4.55% 7
2023
Q4 		$14.9M Sell
229,820
-6,770
-3% -$414K 5.15% 6
2023
Q3 		$14.2M Buy
+236,590
New +$14.8M 4.94% 8
2023
Q2 		– Sell
-179,179
Closed -$11.1M – 346
2023
Q1 		$11.1M Sell
179,179
-14,744
-8% -$903K 3.75% 9
2022
Q4 		$11.2M Buy
+193,923
New +$10.8M 4% 8
2022
Q2 		– Sell
-238,495
Closed -$15.9M – 48
2022
Q1 		$15.9M Sell
238,495
-30,107
-11% -$2.04M 5.41% 6
2021
Q4 		$19.1M Buy
268,602
+46,870
+21% +$3.37M 6.52% 5
2021
Q3 		$16.3M Hold
221,732
– – 6.34% 5
2021
Q2 		$16.3M Buy
+221,732
New +$16.2M 6.34% 5
2020
Q4 		– Sell
-163,526
Closed -$9.54M – 38
2020
Q3 		$9.54M Buy
+163,526
New +$9.53M 3.86% 8
2020
Q1 		– Sell
-100,772
Closed -$6.24M – 37
2019
Q4 		$6.24M Buy
100,772
+7,904
+9% +$474K 4.55% 6
2019
Q3 		$5.36M Buy
92,868
+9,002
+11% +$517K 2.67% 11
2019
Q2 		$4.92M Buy
83,866
+53,063
+172% +$3.09M 2.57% 12
2019
Q1 		$1.79M Buy
+30,803
New +$1.74M 0.93% 25

Other funds holding IXUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Stone House Investment Management's IXUS Position: Q1 2026 in Review

Stone House Investment Management reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 100% in Q1 2026, selling an estimated $29.2M and leaving 54 shares worth $4.7K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Stone House Investment Management first reported a position in IXUS in Q1 2019 and has held it in 22 quarters since. The position peaked at $27.8M in Q4 2025. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Stone House Investment Management held 54 shares of iShares Core MSCI Total International Stock ETF worth $4.7K as of Q1 2026.
  • Stone House Investment Management sold 328,158 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $29.2M.
  • iShares Core MSCI Total International Stock ETF made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #461 holding.
  • Stone House Investment Management first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2019 and has held it in 22 quarters since.
  • Stone House Investment Management's iShares Core MSCI Total International Stock ETF position peaked at $27.8M in Q4 2025.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.