Wealth Alliance
IXUS icon

Wealth Alliance’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Wealth Alliance’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
Q3 		$330K Sell
3,474
-1,795
-34% -$172K 0.03% 419
2026
Q2 		$503K Buy
5,269
+342
+7% +$32.1K 0.04% 313
2026
Q1 		$427K Sell
4,927
-513
-9% -$45.7K 0.04% 330
2025
Q4 		$460K Buy
5,440
+159
+3% +$13.3K 0.05% 316
2025
Q3 		$436K Sell
5,281
-25
-0.5% -$1.99K 0.04% 334
2025
Q2 		$410K Buy
5,306
+9
+0.2% +$657 0.05% 337
2025
Q1 		$370K Buy
5,297
+115
+2% +$7.98K 0.04% 345
2024
Q4 		$343K Sell
5,182
-3,017
-37% -$209K 0.04% 344
2024
Q3 		$595K Buy
8,199
+534
+7% +$37K 0.07% 237
2024
Q2 		$518K Buy
7,665
+42
+0.6% +$2.85K 0.07% 244
2024
Q1 		$517K Buy
7,623
+74
+1% +$4.83K 0.07% 263
2023
Q4 		$490K Sell
7,549
-1
-0% -$61 0.07% 260
2023
Q3 		$453K Sell
7,550
-33
-0.4% -$2.06K 0.07% 249
2023
Q2 		$475K Sell
7,583
-293
-4% -$18.3K 0.07% 257
2023
Q1 		$488K Buy
7,876
+389
+5% +$23.8K 0.08% 244
2022
Q4 		$433K Buy
7,487
+205
+3% +$11.4K 0.08% 259
2022
Q3 		$371K Sell
7,282
-2,083
-22% -$118K 0.07% 272
2022
Q2 		$534K Sell
9,365
-4,721
-34% -$291K 0.1% 200
2022
Q1 		$938K Sell
14,086
-3,147
-18% -$213K 0.19% 125
2021
Q4 		$1.22M Sell
17,233
-629
-4% -$45.2K 0.25% 89
2021
Q3 		$1.27M Sell
17,862
-1,508
-8% -$110K 0.28% 76
2021
Q2 		$1.42M Sell
19,370
-5,337
-22% -$391K 0.33% 64
2021
Q1 		$1.74M Sell
24,707
-980
-4% -$68.7K 0.49% 40
2020
Q4 		$1.73M Sell
25,687
-534
-2% -$33.6K 0.51% 38
2020
Q3 		$1.53M Buy
26,221
+1,714
+7% +$100K 0.55% 40
2020
Q2 		$1.34M Sell
24,507
-2,440
-9% -$126K 0.53% 41
2020
Q1 		$1.27M Buy
26,947
+15,408
+134% +$870K 0.68% 29
2019
Q4 		$714K Buy
+11,539
New +$691K 0.51% 53

Other funds holding IXUS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

Wealth Alliance's IXUS Position: Q3 2026 in Review

Wealth Alliance reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 34% in Q3 2026, selling an estimated $172K and leaving 3,474 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #419.

Wealth Alliance first reported a position in IXUS in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.74M in Q1 2021. 959 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

  • Wealth Alliance held 3,474 shares of iShares Core MSCI Total International Stock ETF worth $330K as of Q3 2026.
  • Wealth Alliance sold 1,795 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $172K.
  • iShares Core MSCI Total International Stock ETF made up 0.03% of Wealth Alliance's portfolio in Q3 2026, its #419 holding.
  • Wealth Alliance first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2019 and has held it in 28 quarters since.
  • Wealth Alliance's iShares Core MSCI Total International Stock ETF position peaked at $1.74M in Q1 2021.
  • 959 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.