Wealthspire Advisors (New York)’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Wealthspire Advisors (New York)’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	$80.4M	Buy	842,622 +7,237	+0.9%	+$680K	0.44%	45
2026 Q1	$72.4M	Buy	835,385 +40,049	+5%	+$3.57M	0.57%	34
2025 Q4	$67.3M	Sell	795,336 -25,051	-3%	-$2.1M	0.54%	36
2025 Q3	$67.7M	Sell	820,387 -24,022	-3%	-$1.91M	0.35%	41
2025 Q2	$65.3M	Sell	844,409 -10,165	-1%	-$742K	0.37%	41
2025 Q1	$59.7M	Sell	854,574 -2,753	-0.3%	-$191K	0.36%	42
2024 Q4	$56.7M	Buy	857,327 +8,209	+1%	+$570K	0.56%	37
2024 Q3	$61.7M	Buy	849,118 +7,446	+0.9%	+$516K	0.63%	33
2024 Q2	$56.9M	Sell	841,672 -7,551	-0.9%	-$512K	0.73%	29
2024 Q1	$57.6M	Sell	849,223 -35,583	-4%	-$2.32M	0.77%	26
2023 Q4	$57.5M	Buy	884,806 +5,416	+0.6%	+$332K	0.82%	25
2023 Q3	$52.8M	Sell	879,390 -4,727	-0.5%	-$295K	0.87%	24
2023 Q2	$55.4M	Buy	884,117 +3,023	+0.3%	+$189K	0.9%	23
2023 Q1	$54.6M	Buy	881,094 +710	+0.1%	+$43.5K	0.94%	22
2022 Q4	$51M	Buy	880,384 +108,482	+14%	+$6.05M	0.93%	24
2022 Q3	$39.3M	Buy	771,902 +64,750	+9%	+$3.67M	0.82%	25
2022 Q2	$40.3M	Buy	707,152 +242,607	+52%	+$14.9M	0.84%	22
2022 Q1	$30.9M	Buy	464,545 +156,216	+51%	+$10.6M	0.7%	22
2021 Q4	$21.9M	Buy	308,329 +83,762	+37%	+$6.02M	0.48%	28
2021 Q3	$15.9M	Buy	224,567 +8,010	+4%	+$584K	0.33%	42
2021 Q2	$15.9M	Buy	216,557 +8,346	+4%	+$611K	0.42%	32
2021 Q1	$14.6M	Buy	208,211 +2,530	+1%	+$177K	0.35%	36
2020 Q4	$13.8M	Buy	205,681 +98,557	+92%	+$6.19M	0.41%	32
2020 Q3	$6.25M	Sell	107,124 -564	-0.5%	-$32.9K	0.37%	35
2020 Q2	$5.87M	Sell	107,688 -71,007	-40%	-$3.65M	0.41%	34
2020 Q1	$8.4M	Buy	+178,695	New	+$10.1M	0.35%	39
2019 Q1	–	Sell	-1,600	Closed	-$84K	–	428
2018 Q4	$84K	Buy	+1,600	New	+$88.8K	0.01%	122

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

Wealthspire Advisors (New York)'s IXUS Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.87% in Q2 2026, buying an estimated $680K and bringing the position to 842,622 shares worth $80.4M. The position accounts for 0.44% of the portfolio, ranked #45.

Wealthspire Advisors (New York) first reported a position in IXUS in Q4 2018 and has held it in 27 quarters since. 1,057 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Wealthspire Advisors (New York) held 842,622 shares of iShares Core MSCI Total International Stock ETF worth $80.4M as of Q2 2026.
Wealthspire Advisors (New York) bought 7,237 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $680K.
iShares Core MSCI Total International Stock ETF made up 0.44% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #45 holding.
Wealthspire Advisors (New York) first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2018 and has held it in 27 quarters since.
1,057 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.