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

Wealthquest’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 		$203K Buy
+2,123
New +$200K 0.01% 173
2025
Q3 		– Sell
-3,970
Closed -$307K – 88
2025
Q2 		$307K Buy
+3,970
New +$290K 0.02% 100

Other funds holding IXUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wealthquest's IXUS Position: Q2 2026 in Review

Wealthquest opened a new position in iShares Core MSCI Total International Stock ETF (IXUS) in Q2 2026: 2,123 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #173 among its holdings. This is a return to the name: Wealthquest previously reported a position in IXUS as recently as Q2 2025.

Wealthquest first reported a position in IXUS in Q2 2025 and has held it in 2 quarters since. The position peaked at $307K in Q2 2025. 1,056 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Wealthquest held 2,123 shares of iShares Core MSCI Total International Stock ETF worth $203K as of Q2 2026.
  • iShares Core MSCI Total International Stock ETF was a new Wealthquest position in Q2 2026.
  • iShares Core MSCI Total International Stock ETF made up 0.01% of Wealthquest's portfolio in Q2 2026, its #173 holding.
  • Wealthquest first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2025 and has held it in 2 quarters since.
  • Wealthquest's iShares Core MSCI Total International Stock ETF position peaked at $307K in Q2 2025.
  • 1,056 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.