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West Branch Capital’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

West Branch Capital’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 		$19.3K Buy
203
+3
+2% +$282 ﹤0.01% 193
2026
Q1 		$17.3K Buy
+200
New +$17.8K ﹤0.01% 190
2025
Q2 		– Sell
-1,253
Closed -$87.5K – 503
2025
Q1 		$87.5K Hold
1,253
– – 0.03% 123
2024
Q4 		$82.9K Buy
1,253
+22
+2% +$1.53K 0.03% 130
2024
Q3 		$89.4K Sell
1,231
-256
-17% -$17.7K 0.03% 128
2024
Q2 		$100K Buy
1,487
+22
+2% +$1.49K 0.04% 123
2024
Q1 		$99.4K Hold
1,465
– – 0.04% 126
2023
Q4 		$95.1K Buy
1,465
+24
+2% +$1.47K 0.04% 122
2023
Q3 		$86.5K Hold
1,441
– – 0.05% 122
2023
Q2 		$90.3K Buy
1,441
+22
+2% +$1.38K 0.05% 120
2023
Q1 		$87.9K Hold
1,419
– – 0.05% 121
2022
Q4 		$82.1K Buy
1,419
+12
+0.9% +$670 0.05% 131
2022
Q3 		$72K Hold
1,407
– – 0.04% 140
2022
Q2 		$80K Buy
1,407
+23
+2% +$1.42K 0.05% 136
2022
Q1 		$92K Buy
1,384
+1
+0.1% +$68 0.04% 135
2021
Q4 		$98K Buy
1,383
+25
+2% +$1.8K 0.04% 145
2021
Q3 		$96K Hold
1,358
– – 0.05% 138
2021
Q2 		$100K Buy
+1,358
New +$99.4K 0.05% 136
2020
Q1 		– Sell
-4,155
Closed -$257K – 84
2019
Q4 		$257K Sell
4,155
-311
-7% -$18.6K 0.18% 82
2019
Q3 		$258K Sell
4,466
-1,041
-19% -$59.8K 0.19% 78
2019
Q2 		$323K Buy
5,507
+66
+1% +$3.85K 0.27% 68
2019
Q1 		$316K Sell
5,441
-79
-1% -$4.46K 0.28% 61
2018
Q4 		$290K Sell
5,520
-2,833
-34% -$157K 0.31% 58
2018
Q3 		$504K Sell
8,353
-505
-6% -$30.4K 0.37% 58
2018
Q2 		$533K Buy
+8,858
New +$557K 0.42% 59

Other funds holding IXUS

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
ASW
Astoria Strategic Wealth Conroe, Texas $438M AUM 16.79% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Magnolia Wealth Management Dothan, Alabama $191M AUM 17.58% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

West Branch Capital's IXUS Position: Q2 2026 in Review

West Branch Capital increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 1.5% in Q2 2026, buying an estimated $282 and bringing the position to 203 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

West Branch Capital first reported a position in IXUS in Q2 2018 and has held it in 25 quarters since. The position peaked at $533K in Q2 2018. 222 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • West Branch Capital held 203 shares of iShares Core MSCI Total International Stock ETF worth $19.3K as of Q2 2026.
  • West Branch Capital bought 3 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $282.
  • iShares Core MSCI Total International Stock ETF made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #193 holding.
  • West Branch Capital first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2018 and has held it in 25 quarters since.
  • West Branch Capital's iShares Core MSCI Total International Stock ETF position peaked at $533K in Q2 2018.
  • 222 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.