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 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 $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

Triad Wealth Partners's IXUS Position: Q1 2026 in Review

Triad Wealth Partners increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 82% in Q1 2026, buying an estimated $834K and bringing the position to 20,744 shares worth $1.8M. The position accounts for 0.14% of the portfolio, ranked #106.

Triad Wealth Partners first reported a position in IXUS in Q2 2024 and has held it in 7 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

Triad Wealth Partners held 20,744 shares of iShares Core MSCI Total International Stock ETF worth $1.8M as of Q1 2026.
Triad Wealth Partners bought 9,367 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $834K.
iShares Core MSCI Total International Stock ETF made up 0.14% of Triad Wealth Partners's portfolio in Q1 2026, its #106 holding.
Triad Wealth Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2024 and has held it in 7 quarters since.
996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.