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Windward Private Wealth Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Windward Private Wealth Management’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
Q1 		$5.12M Sell
59,081
-424
-0.7% -$37.8K 1.77% 11
2025
Q4 		$5.04M Sell
59,505
-3,215
-5% -$270K 1.74% 11
2025
Q3 		$5.18M Sell
62,720
-2,118
-3% -$168K 1.79% 11
2025
Q2 		$5.01M Buy
64,838
+9,794
+18% +$715K 1.81% 10
2025
Q1 		$3.84M Sell
55,044
-1,499
-3% -$104K 1.5% 12
2024
Q4 		$3.74M Sell
56,543
-499
-0.9% -$34.6K 1.46% 12
2024
Q3 		$4.14M Buy
57,042
+338
+0.6% +$23.4K 1.59% 12
2024
Q2 		$3.83M Sell
56,704
-2,799
-5% -$190K 1.55% 13
2024
Q1 		$4.04M Sell
59,503
-6,793
-10% -$443K 1.65% 13
2023
Q4 		$4.3M Buy
66,296
+4,618
+7% +$283K 1.8% 11
2023
Q3 		$3.7M Sell
61,678
-1,180
-2% -$73.6K 1.67% 13
2023
Q2 		$3.94M Sell
62,858
-31,581
-33% -$1.98M 1.74% 12
2023
Q1 		$5.85M Sell
94,439
-636
-0.7% -$38.9K 2.5% 10
2022
Q4 		$5.5M Buy
95,075
+34,987
+58% +$1.95M 2.44% 11
2022
Q3 		$3.06M Sell
60,088
-12,691
-17% -$719K 1.47% 15
2022
Q2 		$4.15M Buy
72,779
+12,431
+21% +$765K 1.91% 11
2022
Q1 		$4.02M Buy
60,348
+28,872
+92% +$1.96M 1.66% 12
2021
Q4 		$2.23M Buy
31,476
+4,185
+15% +$301K 0.86% 20
2021
Q3 		$1.94M Sell
27,291
-558
-2% -$40.7K 0.79% 21
2021
Q2 		$2.04M Sell
27,849
-1,698
-6% -$124K 0.84% 22
2021
Q1 		$2.08M Sell
29,547
-917
-3% -$64.3K 0.92% 21
2020
Q4 		$2.05M Buy
+30,464
New +$1.91M 0.96% 20

Other funds holding IXUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $89.9B AUM 20.5% 1-Year Est. Return

Windward Private Wealth Management's IXUS Position: Q1 2026 in Review

Windward Private Wealth Management reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.71% in Q1 2026, selling an estimated $37.8K and leaving 59,081 shares worth $5.12M. The position accounts for 1.77% of the portfolio, ranked #11.

Windward Private Wealth Management first reported a position in IXUS in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.85M in Q1 2023. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Windward Private Wealth Management held 59,081 shares of iShares Core MSCI Total International Stock ETF worth $5.12M as of Q1 2026.
  • Windward Private Wealth Management sold 424 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $37.8K.
  • iShares Core MSCI Total International Stock ETF made up 1.77% of Windward Private Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Windward Private Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2020 and has held it in 22 quarters since.
  • Windward Private Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $5.85M in Q1 2023.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Windward Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.