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

Wealth Management Associates’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 Q2	$520K	Buy	5,449 +4	+0.1%	+$376	0.14%	127
2026 Q1	$472K	Hold	5,445	–	–	0.16%	122
2025 Q4	$461K	Sell	5,445 -15	-0.3%	-$1.26K	0.16%	122
2025 Q3	$451K	Hold	5,460	–	–	0.16%	117
2025 Q2	$422K	Buy	5,460 +8	+0.1%	+$584	0.16%	118
2025 Q1	$381K	Hold	5,452	–	–	0.16%	121
2024 Q4	$361K	Sell	5,452 -96	-2%	-$6.66K	0.15%	130
2024 Q3	$403K	Sell	5,548 -54	-1%	-$3.74K	0.18%	125
2024 Q2	$378K	Hold	5,602	–	–	0.18%	114
2024 Q1	$378K	Buy	5,602 +8	+0.1%	+$522	0.18%	114
2023 Q4	$363K	Sell	5,594 -3	-0.1%	-$184	0.19%	114
2023 Q3	$336K	Hold	5,597	–	–	0.2%	114
2023 Q2	$350K	Buy	5,597 +7	+0.1%	+$438	0.2%	103
2023 Q1	$346K	Hold	5,590	–	–	0.21%	105
2022 Q4	$324K	Sell	5,590 -107	-2%	-$5.97K	0.22%	108
2022 Q3	$290K	Sell	5,697 -373	-6%	-$21.1K	0.2%	127
2022 Q2	$346K	Sell	6,070 -1,020	-14%	-$62.8K	0.24%	110
2022 Q1	$472K	Sell	7,090 -49	-0.7%	-$3.32K	0.27%	97
2021 Q4	$506K	Sell	7,139 -66	-0.9%	-$4.74K	0.27%	95
2021 Q3	$512K	Buy	7,205 +400	+6%	+$29.2K	0.3%	85
2021 Q2	$499K	Buy	6,805 +6	+0.1%	+$439	0.28%	94
2021 Q1	$478K	Sell	6,799 -35	-0.5%	-$2.46K	0.3%	81
2020 Q4	$459K	Sell	6,834 -561	-8%	-$35.2K	0.3%	86
2020 Q3	$431K	Sell	7,395 -50	-0.7%	-$2.91K	0.33%	70
2020 Q2	$406K	Sell	7,445 -37,459	-83%	-$1.93M	0.34%	70
2020 Q1	$2.11M	Buy	44,904 +591	+1%	+$33.4K	2.13%	13
2019 Q4	$2.74M	Buy	44,313 +1,854	+4%	+$111K	1.96%	14
2019 Q3	$2.45M	Buy	42,459 +347	+0.8%	+$19.9K	1.97%	14
2019 Q2	$2.47M	Buy	42,112 +3,210	+8%	+$187K	2.46%	12
2019 Q1	$2.26M	Buy	38,902 +3,103	+9%	+$175K	2.46%	12
2018 Q4	$1.88M	Buy	+35,799	New	+$1.99M	2.53%	12

Other funds holding IXUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wealth Management Associates's IXUS Position: Q2 2026 in Review

Wealth Management Associates increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.07% in Q2 2026, buying an estimated $376 and bringing the position to 5,449 shares worth $520K. The position accounts for 0.14% of the portfolio, ranked #127.

Wealth Management Associates first reported a position in IXUS in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.74M in Q4 2019. 1,055 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Wealth Management Associates held 5,449 shares of iShares Core MSCI Total International Stock ETF worth $520K as of Q2 2026.
Wealth Management Associates bought 4 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $376.
iShares Core MSCI Total International Stock ETF made up 0.14% of Wealth Management Associates's portfolio in Q2 2026, its #127 holding.
Wealth Management Associates first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2018 and has held it in 31 quarters since.
Wealth Management Associates's iShares Core MSCI Total International Stock ETF position peaked at $2.74M in Q4 2019.
1,055 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.