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 Q3	$2.85M	Hold	30,001	–	–	0.44%	71
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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Advocate Group's IXUS Position: Q3 2026 in Review

Advocate Group held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q3 2026 at 30,001 shares worth $2.85M. The position accounts for 0.44% of the portfolio, ranked #71.

Advocate Group first reported a position in IXUS in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.86M in Q2 2026. 500 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

Advocate Group held 30,001 shares of iShares Core MSCI Total International Stock ETF worth $2.85M as of Q3 2026.
Advocate Group left its iShares Core MSCI Total International Stock ETF share count unchanged in Q3 2026.
iShares Core MSCI Total International Stock ETF made up 0.44% of Advocate Group's portfolio in Q3 2026, its #71 holding.
Advocate Group first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2022 and has held it in 17 quarters since.
Advocate Group's iShares Core MSCI Total International Stock ETF position peaked at $2.86M in Q2 2026.
500 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.