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Wescott Financial Advisory Group’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Wescott Financial Advisory Group’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 		$4.22M Sell
44,235
-1,791
-4% -$168K 0.33% 44
2026
Q1 		$3.99M Sell
46,026
-840
-2% -$74.8K 0.35% 45
2025
Q4 		$3.97M Buy
46,866
+724
+2% +$60.7K 0.35% 44
2025
Q3 		$3.81M Sell
46,142
-983
-2% -$78.1K 0.34% 42
2025
Q2 		$3.64M Sell
47,125
-526
-1% -$38.4K 0.35% 44
2025
Q1 		$3.33M Sell
47,651
-73
-0.2% -$5.06K 0.34% 45
2024
Q4 		$3.16M Buy
47,724
+627
+1% +$43.5K 0.33% 44
2024
Q3 		$3.42M Sell
47,097
-1,047
-2% -$72.5K 0.37% 43
2024
Q2 		$3.25M Sell
48,144
-5,324
-10% -$361K 0.38% 45
2024
Q1 		$3.63M Sell
53,468
-1,286
-2% -$84K 0.45% 39
2023
Q4 		$3.56M Buy
54,754
+1,816
+3% +$111K 0.5% 39
2023
Q3 		$3.18M Hold
52,938
– – 0.58% 39
2023
Q2 		$3.31M Sell
52,938
-200
-0.4% -$12.5K 0.59% 38
2023
Q1 		$3.29M Sell
53,138
-2,553
-5% -$156K 0.72% 32
2022
Q4 		$3.22M Buy
55,691
+4,370
+9% +$244K 0.7% 31
2022
Q3 		$2.61M Buy
51,321
+100
+0.2% +$5.67K 0.73% 29
2022
Q2 		$2.92M Buy
51,221
+1,411
+3% +$86.9K 0.79% 26
2022
Q1 		$3.32M Buy
+49,810
New +$3.38M 0.85% 24

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

Wescott Financial Advisory Group's IXUS Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 3.9% in Q2 2026, selling an estimated $168K and leaving 44,235 shares worth $4.22M. The position accounts for 0.33% of the portfolio, ranked #44.

Wescott Financial Advisory Group first reported a position in IXUS in Q1 2022 and has held it in 18 quarters since. 1,058 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Wescott Financial Advisory Group held 44,235 shares of iShares Core MSCI Total International Stock ETF worth $4.22M as of Q2 2026.
  • Wescott Financial Advisory Group sold 1,791 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $168K.
  • iShares Core MSCI Total International Stock ETF made up 0.33% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #44 holding.
  • Wescott Financial Advisory Group first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,058 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.