Univest Financial’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Univest Financial’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	$537K	Sell	5,626 -258	-4%	-$24.2K	0.03%	195
2026 Q1	$510K	Buy	5,884 +17	+0.3%	+$1.51K	0.03%	193
2025 Q4	$497K	Hold	5,867	–	–	0.03%	197
2025 Q3	$485K	Hold	5,867	–	–	0.03%	189
2025 Q2	$454K	Buy	5,867 +1,241	+27%	+$90.6K	0.03%	195
2025 Q1	$323K	Sell	4,626 -164	-3%	-$11.4K	0.02%	229
2024 Q4	$317K	Buy	+4,790	New	+$332K	0.02%	238

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 22.9% 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

Univest Financial's IXUS Position: Q2 2026 in Review

Univest Financial reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 4.4% in Q2 2026, selling an estimated $24.2K and leaving 5,626 shares worth $537K. The position accounts for 0.03% of the portfolio, ranked #195.

Univest Financial first reported a position in IXUS in Q4 2024 and has held it in 7 quarters since. 1,059 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Univest Financial held 5,626 shares of iShares Core MSCI Total International Stock ETF worth $537K as of Q2 2026.
Univest Financial sold 258 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $24.2K.
iShares Core MSCI Total International Stock ETF made up 0.03% of Univest Financial's portfolio in Q2 2026, its #195 holding.
Univest Financial first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2024 and has held it in 7 quarters since.
1,059 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.