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

Westmount Partners’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	$531K	Buy	5,563 +114	+2%	+$10.7K	0.12%	143
2026 Q1	$472K	Hold	5,449	–	–	0.12%	154
2025 Q4	$461K	Buy	5,449 +101	+2%	+$8.47K	0.12%	145
2025 Q3	$445K	Sell	5,348 -361	-6%	-$28.7K	0.11%	146
2025 Q2	$441K	Buy	5,709 +87	+2%	+$6.35K	0.12%	139
2025 Q1	$392K	Hold	5,622	–	–	0.12%	148
2024 Q4	$372K	Buy	5,622 +99	+2%	+$6.87K	0.11%	140
2024 Q3	$401K	Sell	5,523 -460	-8%	-$31.9K	0.12%	142
2024 Q2	$404K	Buy	5,983 +543	+10%	+$36.8K	0.13%	130
2024 Q1	$369K	Hold	5,440	–	–	0.13%	143
2023 Q4	$353K	Sell	5,440 -10,960	-67%	-$671K	0.14%	138
2023 Q3	$984K	Buy	+16,400	New	+$1.02M	0.43%	47

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

Westmount Partners's IXUS Position: Q2 2026 in Review

Westmount Partners increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 2.1% in Q2 2026, buying an estimated $10.7K and bringing the position to 5,563 shares worth $531K. The position accounts for 0.12% of the portfolio, ranked #143.

Westmount Partners first reported a position in IXUS in Q3 2023 and has held it in 12 quarters since. The position peaked at $984K in Q3 2023. 1,055 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Westmount Partners held 5,563 shares of iShares Core MSCI Total International Stock ETF worth $531K as of Q2 2026.
Westmount Partners bought 114 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $10.7K.
iShares Core MSCI Total International Stock ETF made up 0.12% of Westmount Partners's portfolio in Q2 2026, its #143 holding.
Westmount Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2023 and has held it in 12 quarters since.
Westmount Partners's iShares Core MSCI Total International Stock ETF position peaked at $984K in Q3 2023.
1,055 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.