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

Wealth Effects’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	$744K	Buy	8,590 +656	+8%	+$58.4K	0.26%	77
2025 Q4	$672K	Buy	+7,934	New	+$665K	0.21%	88
2025 Q3	–	Sell	-7,923	Closed	-$613K	–	223
2025 Q2	$613K	Sell	7,923 -67	-0.8%	-$4.89K	0.23%	83
2025 Q1	$558K	Sell	7,990 -316	-4%	-$21.9K	0.23%	87
2024 Q4	$549K	Sell	8,306 -39	-0.5%	-$2.71K	0.2%	97
2024 Q3	$606K	Sell	8,345 -1,300	-13%	-$90K	0.21%	90
2024 Q2	$652K	Sell	9,645 -1,534	-14%	-$104K	0.24%	83
2024 Q1	$759K	Sell	11,179 -1,285	-10%	-$83.9K	0.28%	78
2023 Q4	$809K	Sell	12,464 -341	-3%	-$20.9K	0.3%	73
2023 Q3	$768K	Buy	12,805 +8	+0.1%	+$499	0.38%	59
2023 Q2	$801K	Sell	12,797 -1,049	-8%	-$65.7K	0.35%	60
2023 Q1	$858K	Sell	13,846 -684	-5%	-$41.9K	0.44%	54
2022 Q4	$841K	Buy	+14,530	New	+$811K	0.48%	50

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

Wealth Effects's IXUS Position: Q1 2026 in Review

Wealth Effects increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 8.3% in Q1 2026, buying an estimated $58.4K and bringing the position to 8,590 shares worth $744K. The position accounts for 0.26% of the portfolio, ranked #77.

Wealth Effects first reported a position in IXUS in Q4 2022 and has held it in 13 quarters since. The position peaked at $858K in Q1 2023. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

Wealth Effects held 8,590 shares of iShares Core MSCI Total International Stock ETF worth $744K as of Q1 2026.
Wealth Effects bought 656 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $58.4K.
iShares Core MSCI Total International Stock ETF made up 0.26% of Wealth Effects's portfolio in Q1 2026, its #77 holding.
Wealth Effects first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and has held it in 13 quarters since.
Wealth Effects's iShares Core MSCI Total International Stock ETF position peaked at $858K in Q1 2023.
996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.