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

TritonPoint Wealth’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
2025 Q4	–	Sell	-3,141	Closed	-$259K	–	315
2025 Q3	$259K	Hold	3,141	–	–	0.02%	311
2025 Q2	$243K	Hold	3,141	–	–	0.02%	312
2025 Q1	$219K	Sell	3,141 -106	-3%	-$7.35K	0.02%	327
2024 Q4	$215K	Hold	3,247	–	–	0.02%	321
2024 Q3	$237K	Hold	3,247	–	–	0.02%	304
2024 Q2	$219K	Sell	3,247 -4,505	-58%	-$305K	0.02%	305
2024 Q1	$561K	Sell	7,752 -5,086	-40%	-$332K	0.06%	189
2023 Q4	$834K	Buy	+12,838	New	+$786K	0.08%	163

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $18.1B AUM 24.63% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

TritonPoint Wealth's IXUS Position: Q4 2025 in Review

TritonPoint Wealth sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q4 2025, closing a stake of 3,141 shares — an estimated $259K sold.

TritonPoint Wealth first reported a position in IXUS in Q4 2023 and held it in 8 quarters. The position peaked at $834K in Q4 2023. 963 funds tracked by Wall St. Rank hold IXUS as of Q4 2025.

TritonPoint Wealth reported no remaining iShares Core MSCI Total International Stock ETF position as of Q4 2025 after selling out during the quarter.
TritonPoint Wealth sold 3,141 iShares Core MSCI Total International Stock ETF shares in Q4 2025, an estimated $259K.
TritonPoint Wealth first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2023 and held it in 8 quarters.
TritonPoint Wealth's iShares Core MSCI Total International Stock ETF position peaked at $834K in Q4 2023.
963 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.