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Valmark Advisers’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Valmark Advisers’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 		$3M Buy
34,645
+1,079
+3% +$96.1K 0.04% 191
2025
Q4 		$2.84M Buy
33,566
+1,002
+3% +$84K 0.04% 194
2025
Q3 		$2.69M Buy
32,564
+452
+1% +$35.9K 0.03% 188
2025
Q2 		$2.48M Sell
32,112
-353
-1% -$25.8K 0.03% 194
2025
Q1 		$2.27M Buy
32,465
+829
+3% +$57.5K 0.03% 193
2024
Q4 		$2.09M Buy
31,636
+217
+0.7% +$15.1K 0.03% 199
2024
Q3 		$2.28M Sell
31,419
-198
-0.6% -$13.7K 0.04% 182
2024
Q2 		$2.14M Sell
31,617
-654
-2% -$44.3K 0.04% 170
2024
Q1 		$2.19M Sell
32,271
-1,124
-3% -$73.4K 0.04% 160
2023
Q4 		$2.17M Buy
33,395
+1,390
+4% +$85.1K 0.04% 157
2023
Q3 		$1.92M Sell
32,005
-1,385
-4% -$86.4K 0.04% 149
2023
Q2 		$2.09M Buy
33,390
+3,188
+11% +$200K 0.04% 141
2023
Q1 		$1.87M Buy
30,202
+5,907
+24% +$362K 0.04% 151
2022
Q4 		$1.41M Buy
24,295
+49
+0.2% +$2.73K 0.03% 176
2022
Q3 		$1.24M Buy
24,246
+364
+2% +$20.6K 0.02% 165
2022
Q2 		$1.36M Buy
23,882
+324
+1% +$19.9K 0.03% 160
2022
Q1 		$1.57M Buy
23,558
+397
+2% +$26.9K 0.03% 150
2021
Q4 		$1.64M Sell
23,161
-1,320
-5% -$94.9K 0.03% 141
2021
Q3 		$1.74M Buy
24,481
+152
+0.6% +$11.1K 0.03% 125
2021
Q2 		$1.78M Buy
24,329
+2,180
+10% +$160K 0.03% 127
2021
Q1 		$1.56M Buy
22,149
+1,347
+6% +$94.5K 0.03% 137
2020
Q4 		$1.4M Buy
20,802
+616
+3% +$38.7K 0.03% 134
2020
Q3 		$1.18M Buy
20,186
+13,460
+200% +$784K 0.03% 121
2020
Q2 		$367K Buy
6,726
+1,022
+18% +$52.6K 0.01% 195
2020
Q1 		$268K Hold
5,704
– – 0.01% 190
2019
Q4 		$353K Hold
5,704
– – 0.01% 176
2019
Q3 		$329K Hold
5,704
– – 0.01% 181
2019
Q2 		$334K Hold
5,704
– – 0.01% 172
2019
Q1 		$331K Buy
+5,704
New +$322K 0.01% 169

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

Valmark Advisers's IXUS Position: Q1 2026 in Review

Valmark Advisers increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 3.2% in Q1 2026, buying an estimated $96.1K and bringing the position to 34,645 shares worth $3M. The position accounts for 0.04% of the portfolio, ranked #191.

Valmark Advisers first reported a position in IXUS in Q1 2019 and has held it in 29 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Valmark Advisers held 34,645 shares of iShares Core MSCI Total International Stock ETF worth $3M as of Q1 2026.
  • Valmark Advisers bought 1,079 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $96.1K.
  • iShares Core MSCI Total International Stock ETF made up 0.04% of Valmark Advisers's portfolio in Q1 2026, its #191 holding.
  • Valmark Advisers first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2019 and has held it in 29 quarters since.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.