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Winthrop Partners - WNY’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Winthrop Partners - WNY’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 		$9.4M Sell
98,469
-562
-0.6% -$52.8K 4.65% 2
2026
Q1 		$8.58M Sell
99,031
-1,510
-2% -$135K 4.57% 1
2025
Q4 		$8.51M Buy
+100,541
New +$8.43M 4.58% 2
2019
Q3 		$2.87M Buy
49,697
+5,334
+12% +$306K 1.94% 11
2019
Q2 		$2.6M Buy
44,363
+3,113
+8% +$181K 1.95% 12
2019
Q1 		$2.43M Buy
41,250
+25,287
+158% +$1.43M 1.89% 14
2018
Q4 		$839K Sell
15,963
-11,770
-42% -$653K 0.78% 39
2018
Q3 		$1.67M Buy
27,733
+1,356
+5% +$81.7K 1.35% 25
2018
Q2 		$1.59M Buy
26,377
+4,126
+19% +$259K 1.32% 26
2018
Q1 		$1.4M Buy
22,251
+1,366
+7% +$87.9K 1.08% 27
2017
Q4 		$1.34M Buy
+20,885
New +$1.3M 1.09% 28

Other funds holding IXUS

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
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
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

Winthrop Partners - WNY's IXUS Position: Q2 2026 in Review

Winthrop Partners - WNY reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.57% in Q2 2026, selling an estimated $52.8K and leaving 98,469 shares worth $9.4M. The position accounts for 4.65% of the portfolio, ranked #2.

Winthrop Partners - WNY first reported a position in IXUS in Q4 2017 and has held it in 11 quarters since. 363 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Winthrop Partners - WNY held 98,469 shares of iShares Core MSCI Total International Stock ETF worth $9.4M as of Q2 2026.
  • Winthrop Partners - WNY sold 562 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $52.8K.
  • iShares Core MSCI Total International Stock ETF made up 4.65% of Winthrop Partners - WNY's portfolio in Q2 2026, its #2 holding.
  • Winthrop Partners - WNY first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2017 and has held it in 11 quarters since.
  • 363 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Winthrop Partners - WNY's 13F filing for Q2 2026, filed 15 Jul 2026.