Advocate Group’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Advocate Group’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	$2.86M	Hold	30,001	–	–	0.43%	68
2026 Q1	$2.6M	Hold	30,001	–	–	0.41%	69
2025 Q4	$2.54M	Hold	30,001	–	–	0.41%	69
2025 Q3	$2.48M	Hold	30,001	–	–	0.41%	67
2025 Q2	$2.32M	Hold	30,001	–	–	0.41%	69
2025 Q1	$2.09M	Hold	30,001	–	–	0.38%	68
2024 Q4	$1.98M	Hold	30,001	–	–	0.37%	69
2024 Q3	$2.18M	Hold	30,001	–	–	0.4%	68
2024 Q2	$2.03M	Hold	30,001	–	–	0.41%	68
2024 Q1	$2.04M	Hold	30,001	–	–	0.4%	70
2023 Q4	$1.95M	Hold	30,001	–	–	0.42%	72
2023 Q3	$1.8M	Buy	30,001 +150	+0.5%	+$9.35K	0.42%	69
2023 Q2	$1.87M	Hold	29,851	–	–	0.41%	66
2023 Q1	$1.85M	Hold	29,851	–	–	0.4%	66
2022 Q4	$1.73M	Buy	+29,851	New	+$1.67M	0.37%	66
2022 Q3	–	Sell	-17,701	Closed	-$1.01M	–	114
2022 Q2	$1.01M	Buy	+17,701	New	+$1.09M	0.23%	72

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

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Advocate Group's IXUS Position: Q2 2026 in Review

Advocate Group held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q2 2026 at 30,001 shares worth $2.86M. The position accounts for 0.43% of the portfolio, ranked #68.

Advocate Group first reported a position in IXUS in Q2 2022 and has held it in 16 quarters since. 523 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Advocate Group held 30,001 shares of iShares Core MSCI Total International Stock ETF worth $2.86M as of Q2 2026.
Advocate Group left its iShares Core MSCI Total International Stock ETF share count unchanged in Q2 2026.
iShares Core MSCI Total International Stock ETF made up 0.43% of Advocate Group's portfolio in Q2 2026, its #68 holding.
Advocate Group first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2022 and has held it in 16 quarters since.
523 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.