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Wellington Shields & Co’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Wellington Shields & Co’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 		$255K Buy
2,670
+920
+53% +$86.5K 0.06% 234
2026
Q1 		$152K Buy
+1,750
New +$156K 0.04% 254

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

Wellington Shields & Co's IXUS Position: Q2 2026 in Review

Wellington Shields & Co increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 53% in Q2 2026, buying an estimated $86.5K and bringing the position to 2,670 shares worth $255K. The position accounts for 0.06% of the portfolio, ranked #234.

Wellington Shields & Co first reported a position in IXUS in Q1 2026 and has held it in 2 quarters since. 1,055 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Wellington Shields & Co held 2,670 shares of iShares Core MSCI Total International Stock ETF worth $255K as of Q2 2026.
  • Wellington Shields & Co bought 920 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $86.5K.
  • iShares Core MSCI Total International Stock ETF made up 0.06% of Wellington Shields & Co's portfolio in Q2 2026, its #234 holding.
  • Wellington Shields & Co first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,055 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.