IXUS — iShares Core Total Intl Stock

Ownership history in Waldron Private Wealth LLC  ·  27 quarters on record

This page tracks every 13F SEC filing in which Waldron Private Wealth LLC reported a position in iShares Core Total Intl Stock (IXUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
9.21% (2025 Q4)
Avg. % of fund
3.72%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,754,129 +88,669 +3.3% 9.21% $233.1M $84.64
2025 Q3 ADDED 2,665,460 +60,754 +2.3% 8.92% $220.1M $81.06
2025 Q2 REDUCED 2,604,706 -60,368 -2.3% 8.78% $201.4M $75.88
2025 Q1 REDUCED 2,665,074 -100,339 -3.6% 8.78% $186.0M $67.48
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IXUS price (monthly, adj. close)

Other funds also holding IXUS

As of 2025 Q4 — sorted by position size

Acorns Advisers, LLC 3Y 7Y 23.27% Tiller Private Wealth, Inc. 3Y 7Y 18.77% MontVue Capital Management, Inc. 12.7% Magnolia Wealth Management, LLC 3Y 11.83% Astoria Strategic Wealth, Inc. 3Y 11.67% Skyline Advisors, Inc. 10.41% CAHABA WEALTH MANAGEMENT, INC. 3Y 7Y 10.33% Hardy Reed LLC 3Y 7Y 9.63% Compass Ion Advisors, LLC 3Y 9.09% Mill Creek Capital Advisors, LLC 3Y 9.01%
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