Wealth Effects
IXUS icon

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
Q3 		$806K Sell
8,486
-104
-1% -$10K 0.22% 88
2026
Q2 		$820K Hold
8,590
– – 0.22% 85
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
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 Effects's IXUS Position: Q3 2026 in Review

Wealth Effects reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 1.2% in Q3 2026, selling an estimated $10K and leaving 8,486 shares worth $806K. The position accounts for 0.22% of the portfolio, ranked #88.

Wealth Effects first reported a position in IXUS in Q4 2022 and has held it in 15 quarters since. The position peaked at $858K in Q1 2023. 959 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

  • Wealth Effects held 8,486 shares of iShares Core MSCI Total International Stock ETF worth $806K as of Q3 2026.
  • Wealth Effects sold 104 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $10K.
  • iShares Core MSCI Total International Stock ETF made up 0.22% of Wealth Effects's portfolio in Q3 2026, its #88 holding.
  • Wealth Effects first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and has held it in 15 quarters since.
  • Wealth Effects's iShares Core MSCI Total International Stock ETF position peaked at $858K in Q1 2023.
  • 959 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Wealth Effects's 13F filing for Q3 2026, filed 23 Oct 2026.