Verum Partners’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Verum Partners’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	$1.85M	Sell	21,387 -478	-2%	-$42.6K	0.35%	49
2025 Q4	$1.85M	Sell	21,865 -847	-4%	-$71K	0.37%	46
2025 Q3	$1.88M	Sell	22,712 -267	-1%	-$21.2K	0.4%	46
2025 Q2	$1.78M	Sell	22,979 -2,824	-11%	-$206K	0.41%	47
2025 Q1	$1.8M	Sell	25,803 -220	-0.8%	-$15.3K	0.49%	40
2024 Q4	$1.72M	Sell	26,023 -374	-1%	-$26K	0.5%	45
2024 Q3	$1.92M	Sell	26,397 -854	-3%	-$59.1K	0.56%	37
2024 Q2	$1.84M	Sell	27,251 -4,169	-13%	-$283K	0.59%	36
2024 Q1	$2.13M	Sell	31,420 -1,364	-4%	-$89K	0.76%	32
2023 Q4	$2.13M	Sell	32,784 -1,213	-4%	-$74.3K	0.84%	33
2023 Q3	$2.04M	Hold	33,997	–	–	0.91%	34
2023 Q2	$2.13M	Sell	33,997 -758	-2%	-$47.4K	1.93%	14
2023 Q1	$2.15M	Sell	34,755 -269	-0.8%	-$16.5K	2.3%	12
2022 Q4	$2.03M	Buy	+35,024	New	+$1.95M	2.49%	13

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

Verum Partners's IXUS Position: Q1 2026 in Review

Verum Partners reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 2.2% in Q1 2026, selling an estimated $42.6K and leaving 21,387 shares worth $1.85M. The position accounts for 0.35% of the portfolio, ranked #49.

Verum Partners first reported a position in IXUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.15M in Q1 2023. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

Verum Partners held 21,387 shares of iShares Core MSCI Total International Stock ETF worth $1.85M as of Q1 2026.
Verum Partners sold 478 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $42.6K.
iShares Core MSCI Total International Stock ETF made up 0.35% of Verum Partners's portfolio in Q1 2026, its #49 holding.
Verum Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and has held it in 14 quarters since.
Verum Partners's iShares Core MSCI Total International Stock ETF position peaked at $2.15M in Q1 2023.
996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Verum Partners's 13F filing for Q1 2026, filed 15 Apr 2026.