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 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 $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

Univest Financial's IXUS Position: Q1 2026 in Review

Univest Financial increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.29% in Q1 2026, buying an estimated $1.51K and bringing the position to 5,884 shares worth $510K. The position accounts for 0.03% of the portfolio, ranked #193.

Univest Financial first reported a position in IXUS in Q4 2024 and has held it in 6 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

Univest Financial held 5,884 shares of iShares Core MSCI Total International Stock ETF worth $510K as of Q1 2026.
Univest Financial bought 17 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $1.51K.
iShares Core MSCI Total International Stock ETF made up 0.03% of Univest Financial's portfolio in Q1 2026, its #193 holding.
Univest Financial first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2024 and has held it in 6 quarters since.
996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.