SWS Partners’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

SWS Partners’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 Q2	$990K	Sell	10,376 -231	-2%	-$21.7K	0.21%	84
2026 Q1	$919K	Sell	10,607 -182	-2%	-$16.2K	0.23%	90
2025 Q4	$913K	Sell	10,789 -197	-2%	-$16.5K	0.22%	94
2025 Q3	$907K	Sell	10,986 -250	-2%	-$19.9K	0.22%	97
2025 Q2	$869K	Sell	11,236 -340	-3%	-$24.8K	0.23%	98
2025 Q1	$808K	Sell	11,576 -557	-5%	-$38.6K	0.27%	91
2024 Q4	$802K	Sell	12,133 -457	-4%	-$31.7K	0.24%	97
2024 Q3	$914K	Sell	12,590 -419	-3%	-$29K	0.29%	90
2024 Q2	$879K	Sell	13,009 -7,837	-38%	-$531K	0.26%	94
2024 Q1	$1.41M	Hold	20,846	–	–	0.42%	79
2023 Q4	$1.35M	Sell	20,846 -27,489	-57%	-$1.68M	0.44%	76
2023 Q3	$2.9M	Buy	48,335 +1,616	+3%	+$101K	1.07%	32
2023 Q2	$2.93M	Sell	46,719 -1,556	-3%	-$97.4K	1.06%	30
2023 Q1	$2.99M	Buy	48,275 +1,385	+3%	+$84.8K	1.11%	22
2022 Q4	$2.71M	Sell	46,890 -4,540	-9%	-$253K	1.29%	25
2022 Q3	$2.62M	Buy	+51,430	New	+$2.92M	1.21%	17
2021 Q1	–	Sell	-29,074	Closed	-$1.95M	–	95
2020 Q4	$1.95M	Buy	29,074 +1,045	+4%	+$65.7K	0.87%	37
2020 Q3	$1.64M	Buy	+28,029	New	+$1.63M	0.82%	34
2020 Q2	–	Sell	-28,246	Closed	-$1.33M	–	90
2020 Q1	$1.33M	Buy	+28,246	New	+$1.6M	0.95%	32
2019 Q3	$1.21M	Buy	19,943 +3,809	+24%	+$219K	0.71%	49
2019 Q2	$949K	Buy	+16,134	New	+$940K	0.6%	51
2018 Q4	$971K	Buy	18,482 +12,451	+206%	+$691K	0.74%	54
2018 Q3	$364K	Sell	6,031 -454	-7%	-$27.3K	0.23%	74
2018 Q2	$390K	Buy	6,485 +709	+12%	+$44.6K	0.27%	68
2018 Q1	$358K	Buy	+5,776	New	+$372K	0.26%	60

Other funds holding IXUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

SWS Partners's IXUS Position: Q2 2026 in Review

SWS Partners reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 2.2% in Q2 2026, selling an estimated $21.7K and leaving 10,376 shares worth $990K. The position accounts for 0.21% of the portfolio, ranked #84.

SWS Partners first reported a position in IXUS in Q1 2018 and has held it in 25 quarters since. The position peaked at $2.99M in Q1 2023. 1,058 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

SWS Partners held 10,376 shares of iShares Core MSCI Total International Stock ETF worth $990K as of Q2 2026.
SWS Partners sold 231 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $21.7K.
iShares Core MSCI Total International Stock ETF made up 0.21% of SWS Partners's portfolio in Q2 2026, its #84 holding.
SWS Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2018 and has held it in 25 quarters since.
SWS Partners's iShares Core MSCI Total International Stock ETF position peaked at $2.99M in Q1 2023.
1,058 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.