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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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.2B AUM 25.24% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
HR
Hardy Reed Tupelo, Mississippi $1.56B AUM 23.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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. 620 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.
  • 620 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.