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United Capital Financial Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

United Capital Financial Advisors’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 		$10.6M Sell
122,187
-1,541
-1% -$137K 0.07% 227
2025
Q4 		$10.5M Sell
123,728
-2,069
-2% -$173K 0.06% 234
2025
Q3 		$10.4M Sell
125,797
-251
-0.2% -$20K 0.07% 200
2025
Q2 		$9.74M Sell
126,048
-1,421
-1% -$104K 0.08% 201
2025
Q1 		$8.9M Sell
127,469
-8,622
-6% -$598K 0.08% 199
2024
Q4 		$9M Buy
136,091
+159
+0.1% +$11K 0.08% 192
2024
Q3 		$9.87M Sell
135,932
-1,856
-1% -$129K 0.08% 184
2024
Q2 		$9.31M Buy
137,788
+215
+0.2% +$14.6K 0.08% 182
2024
Q1 		$9.34M Sell
137,573
-4,608
-3% -$301K 0.08% 190
2023
Q4 		$9.23M Sell
142,181
-68,270
-32% -$4.18M 0.08% 199
2023
Q3 		$12.6M Sell
210,451
-8,950
-4% -$558K 0.08% 201
2023
Q2 		$13.7M Sell
219,401
-31,543
-13% -$1.97M 0.07% 201
2023
Q1 		$15.5M Sell
250,944
-10,885
-4% -$667K 0.09% 190
2022
Q4 		$15.2M Sell
261,829
-35,568
-12% -$1.98M 0.09% 201
2022
Q3 		$15.1M Sell
297,397
-15,117
-5% -$857K 0.09% 193
2022
Q2 		$17.8M Sell
312,514
-31,941
-9% -$1.97M 0.1% 189
2022
Q1 		$22.9M Sell
344,455
-18,276
-5% -$1.24M 0.11% 174
2021
Q4 		$25.7M Buy
362,731
+3,474
+1% +$250K 0.12% 168
2021
Q3 		$25.5M Sell
359,257
-7,969
-2% -$581K 0.13% 163
2021
Q2 		$26.9M Sell
367,226
-5,308
-1% -$389K 0.14% 160
2021
Q1 		$26.2M Sell
372,534
-6,423
-2% -$450K 0.14% 153
2020
Q4 		$25.5M Sell
378,957
-7,524
-2% -$473K 0.15% 152
2020
Q3 		$22.5M Buy
386,481
+7,327
+2% +$427K 0.15% 157
2020
Q2 		$20.7M Buy
379,154
+90
+0% +$4.63K 0.15% 149
2020
Q1 		$17.8M Sell
379,064
-28,440
-7% -$1.61M 0.15% 155
2019
Q4 		$25.2M Buy
407,504
+29,555
+8% +$1.77M 0.16% 143
2019
Q3 		$21.8M Buy
377,949
+50,739
+16% +$2.91M 0.15% 155
2019
Q2 		$19.2M Buy
327,210
+67,321
+26% +$3.92M 0.13% 176
2019
Q1 		$15.1M Buy
259,889
+97,920
+60% +$5.53M 0.11% 217
2018
Q4 		$8.51M Buy
161,969
+91,137
+129% +$5.06M 0.07% 279
2018
Q3 		$4.27M Sell
70,832
-1,254
-2% -$75.5K 0.03% 463
2018
Q2 		$4.33M Sell
72,086
-14,300
-17% -$899K 0.03% 442
2018
Q1 		$5.45M Sell
86,386
-19,416
-18% -$1.25M 0.04% 401
2017
Q4 		$6.67M Buy
105,802
+1,105
+1% +$68.7K 0.05% 362
2017
Q3 		$6.38M Buy
104,697
+1,053
+1% +$62.6K 0.05% 350
2017
Q2 		$5.95M Sell
103,644
-1,584
-2% -$90K 0.05% 350
2017
Q1 		$5.76M Buy
105,228
+18,366
+21% +$978K 0.05% 349
2016
Q4 		$4.39M Buy
86,862
+64,588
+290% +$3.28M 0.04% 386
2016
Q3 		$1.16M Buy
22,274
+480
+2% +$24.5K 0.01% 733
2016
Q2 		$1.07M Buy
21,794
+4,469
+26% +$222K 0.01% 719
2016
Q1 		$857K Buy
+17,325
New +$810K 0.01% 735

Other funds holding IXUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

United Capital Financial Advisors's IXUS Position: Q1 2026 in Review

United Capital Financial Advisors reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 1.2% in Q1 2026, selling an estimated $137K and leaving 122,187 shares worth $10.6M. The position accounts for 0.07% of the portfolio, ranked #227.

United Capital Financial Advisors first reported a position in IXUS in Q1 2016 and has held it in 41 quarters since. The position peaked at $26.9M in Q2 2021. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • United Capital Financial Advisors held 122,187 shares of iShares Core MSCI Total International Stock ETF worth $10.6M as of Q1 2026.
  • United Capital Financial Advisors sold 1,541 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $137K.
  • iShares Core MSCI Total International Stock ETF made up 0.07% of United Capital Financial Advisors's portfolio in Q1 2026, its #227 holding.
  • United Capital Financial Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2016 and has held it in 41 quarters since.
  • United Capital Financial Advisors's iShares Core MSCI Total International Stock ETF position peaked at $26.9M in Q2 2021.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.