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

Valeo 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
Q2 		$719K Buy
7,535
+4,223
+128% +$397K 0.02% 361
2026
Q1 		$287K Buy
3,312
+89
+3% +$7.93K 0.01% 568
2025
Q4 		$273K Sell
3,223
-159
-5% -$13.3K 0.01% 658
2025
Q3 		$279K Buy
3,382
+750
+28% +$59.6K 0.01% 630
2025
Q2 		$203K Buy
+2,632
New +$192K 0.01% 707
2024
Q4 		– Sell
-4,156
Closed -$302K – 768
2024
Q3 		$302K Hold
4,156
– – 0.01% 526
2024
Q2 		$281K Buy
4,156
+40
+1% +$2.71K 0.01% 526
2024
Q1 		$273K Sell
4,116
-3,028
-42% -$198K 0.01% 536
2023
Q4 		$464K Sell
7,144
-458
-6% -$28K 0.02% 385
2023
Q3 		$456K Sell
7,602
-3,240
-30% -$202K 0.02% 359
2023
Q2 		$679K Buy
10,842
+3,592
+50% +$225K 0.03% 259
2023
Q1 		$449K Buy
7,250
+224
+3% +$13.7K 0.02% 357
2022
Q4 		$407K Buy
+7,026
New +$392K 0.02% 315
2022
Q3 		– Sell
-4,467
Closed -$255K – 524
2022
Q2 		$255K Sell
4,467
-9,280
-68% -$571K 0.02% 387
2022
Q1 		$915K Buy
13,747
+3,582
+35% +$243K 0.05% 216
2021
Q4 		$721K Sell
10,165
-2,820
-22% -$203K 0.04% 231
2021
Q3 		$922K Sell
12,985
-841
-6% -$61.3K 0.05% 201
2021
Q2 		$1.01M Buy
13,826
+208
+2% +$15.2K 0.06% 164
2021
Q1 		$957K Hold
13,618
– – 0.04% 176
2020
Q4 		$915K Buy
13,618
+7,350
+117% +$462K 0.05% 165
2020
Q3 		$366K Buy
6,268
+5,725
+1,054% +$334K 0.03% 225
2020
Q2 		$30K Sell
543
-652
-55% -$33.5K ﹤0.01% 922
2020
Q1 		$58K Hold
1,195
– – 0.01% 550
2019
Q4 		$74K Hold
1,195
– – 0.01% 521
2019
Q3 		$69K Sell
1,195
-689
-37% -$39.5K 0.01% 512
2019
Q2 		$110K Buy
1,884
+689
+58% +$40.2K 0.01% 409
2019
Q1 		$69K Sell
1,195
-141
-11% -$7.97K 0.01% 495
2018
Q4 		$70K Buy
1,336
+97
+8% +$5.38K 0.01% 441
2018
Q3 		$68K Hold
1,239
– – 0.01% 484
2018
Q2 		$74K Buy
1,239
+94
+8% +$5.91K 0.01% 464
2018
Q1 		$72K Buy
1,145
+470
+70% +$30.2K 0.01% 426
2017
Q4 		$43K Hold
675
– – 0.01% 497
2017
Q3 		$41K Buy
+675
New +$40.2K 0.01% 435

Other funds holding IXUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Valeo Financial Advisors's IXUS Position: Q2 2026 in Review

Valeo Financial Advisors increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 128% in Q2 2026, buying an estimated $397K and bringing the position to 7,535 shares worth $719K. The position accounts for 0.02% of the portfolio, ranked #361.

Valeo Financial Advisors first reported a position in IXUS in Q3 2017 and has held it in 33 quarters since. The position peaked at $1.01M in Q2 2021. 1,055 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Valeo Financial Advisors held 7,535 shares of iShares Core MSCI Total International Stock ETF worth $719K as of Q2 2026.
  • Valeo Financial Advisors bought 4,223 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $397K.
  • iShares Core MSCI Total International Stock ETF made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #361 holding.
  • Valeo Financial Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2017 and has held it in 33 quarters since.
  • Valeo Financial Advisors's iShares Core MSCI Total International Stock ETF position peaked at $1.01M in Q2 2021.
  • 1,055 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.