UP Strategic Wealth Investment Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

UP Strategic Wealth Investment 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	$478K	Hold	5,042	–	–	0.3%	52
2025 Q4	$458K	Sell	5,042 -2,227	-31%	-$187K	0.33%	50
2025 Q3	$604K	Hold	7,269	–	–	0.45%	37
2025 Q2	$562K	Hold	7,269	–	–	0.44%	38
2025 Q1	$507K	Hold	7,269	–	–	0.45%	42
2024 Q4	$481K	Hold	7,269	–	–	0.48%	38
2024 Q3	$528K	Hold	7,269	–	–	0.59%	34
2024 Q2	$491K	Sell	7,269 -98	-1%	-$6.65K	0.74%	28
2024 Q1	$500K	Hold	7,367	–	–	0.82%	29
2023 Q4	$478K	Buy	+7,367	New	+$451K	0.87%	25

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 $18.1B AUM 24.63% 1-Year Est. Return

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

UP Strategic Wealth Investment Advisors's IXUS Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q1 2026 at 5,042 shares worth $478K. The position accounts for 0.3% of the portfolio, ranked #52.

UP Strategic Wealth Investment Advisors first reported a position in IXUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $604K in Q3 2025. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

UP Strategic Wealth Investment Advisors held 5,042 shares of iShares Core MSCI Total International Stock ETF worth $478K as of Q1 2026.
UP Strategic Wealth Investment Advisors left its iShares Core MSCI Total International Stock ETF share count unchanged in Q1 2026.
iShares Core MSCI Total International Stock ETF made up 0.3% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #52 holding.
UP Strategic Wealth Investment Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2023 and has held it in 10 quarters since.
UP Strategic Wealth Investment Advisors's iShares Core MSCI Total International Stock ETF position peaked at $604K in Q3 2025.
996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.