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

Triad Wealth 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	$2.42M	Buy	25,463 +4,719	+23%	+$444K	0.14%	102
2026 Q1	$1.8M	Buy	20,744 +9,367	+82%	+$834K	0.14%	106
2025 Q4	$963K	Buy	11,377 +3,697	+48%	+$310K	0.09%	161
2025 Q3	$634K	Buy	7,680 +1,401	+22%	+$111K	0.08%	172
2025 Q2	$485K	Buy	6,279 +1,981	+46%	+$145K	0.1%	156
2025 Q1	$300K	Buy	4,298 +930	+28%	+$64.5K	0.09%	160
2024 Q4	$223K	Buy	+3,368	New	+$234K	0.08%	164
2024 Q3	–	Sell	-1,168	Closed	-$78.9K	–	480
2024 Q2	$78.9K	Buy	+1,168	New	+$79.2K	0.04%	173

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

Triad Wealth Partners's IXUS Position: Q2 2026 in Review

Triad Wealth Partners increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 23% in Q2 2026, buying an estimated $444K and bringing the position to 25,463 shares worth $2.42M. The position accounts for 0.14% of the portfolio, ranked #102.

Triad Wealth Partners first reported a position in IXUS in Q2 2024 and has held it in 8 quarters since. 1,055 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Triad Wealth Partners held 25,463 shares of iShares Core MSCI Total International Stock ETF worth $2.42M as of Q2 2026.
Triad Wealth Partners bought 4,719 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $444K.
iShares Core MSCI Total International Stock ETF made up 0.14% of Triad Wealth Partners's portfolio in Q2 2026, its #102 holding.
Triad Wealth Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2024 and has held it in 8 quarters since.
1,055 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.