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

Waverly 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 		$31.9M Buy
368,630
+260,191
+240% +$23.2M 0.24% 87
2025
Q4 		$9.18M Buy
108,439
+5,788
+6% +$485K 0.07% 262
2025
Q3 		$8.48M Buy
102,651
+4,086
+4% +$325K 0.08% 221
2025
Q2 		$7.62M Buy
98,565
+4,661
+5% +$340K 0.08% 228
2025
Q1 		$6.56M Sell
93,904
-759
-0.8% -$52.6K 0.08% 236
2024
Q4 		$6.26M Buy
94,663
+25,148
+36% +$1.75M 0.1% 185
2024
Q3 		$5.05M Sell
69,515
-9,205
-12% -$637K 0.09% 196
2024
Q2 		$5.32M Buy
78,720
+3,711
+5% +$252K 0.1% 178
2024
Q1 		$5.09M Sell
75,009
-1,203
-2% -$78.5K 0.12% 145
2023
Q4 		$4.95M Buy
76,212
+843
+1% +$51.6K 0.19% 82
2023
Q3 		$4.52M Sell
75,369
-9,518
-11% -$594K 0.2% 85
2023
Q2 		$5.32M Sell
84,887
-629
-0.7% -$39.4K 0.23% 77
2023
Q1 		$5.3M Sell
85,516
-4,968
-5% -$304K 0.28% 57
2022
Q4 		$5.24M Buy
90,484
+85,067
+1,570% +$4.75M 0.29% 57
2022
Q3 		$276K Buy
+5,417
New +$307K 0.02% 202
2022
Q1 		– Sell
-14,461
Closed -$996K – 209
2021
Q4 		$996K Buy
+14,461
New +$1.04M 0.09% 78

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

Waverly Advisors's IXUS Position: Q1 2026 in Review

Waverly Advisors increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 240% in Q1 2026, buying an estimated $23.2M and bringing the position to 368,630 shares worth $31.9M. The position accounts for 0.24% of the portfolio, ranked #87.

Waverly Advisors first reported a position in IXUS in Q4 2021 and has held it in 16 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Waverly Advisors held 368,630 shares of iShares Core MSCI Total International Stock ETF worth $31.9M as of Q1 2026.
  • Waverly Advisors bought 260,191 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $23.2M.
  • iShares Core MSCI Total International Stock ETF made up 0.24% of Waverly Advisors's portfolio in Q1 2026, its #87 holding.
  • Waverly Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2021 and has held it in 16 quarters since.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.