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

Birchbrook’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	$379K	Hold	3,987	–	–	0.18%	62
2026 Q2	$381K	Hold	3,987	–	–	0.18%	65
2026 Q1	$345K	Hold	3,987	–	–	0.17%	61
2025 Q4	$337K	Hold	3,987	–	–	0.17%	61
2025 Q3	$329K	Hold	3,987	–	–	0.17%	60
2025 Q2	$308K	Hold	3,987	–	–	0.17%	60
2025 Q1	$278K	Hold	3,987	–	–	0.16%	58
2024 Q4	$264K	Hold	3,987	–	–	0.15%	57
2024 Q3	$290K	Buy	+3,987	New	+$276K	0.16%	54
2024 Q1	–	Sell	-204	Closed	-$13.2K	–	297
2023 Q4	$13.2K	Buy	+204	New	+$12.5K	0.01%	189

Other funds holding IXUS

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 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

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

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Tiller Private Wealth Bethlehem, Pennsylvania $320M AUM 14.86% 1-Year Est. Return

Birchbrook's IXUS Position: Q3 2026 in Review

Birchbrook held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q3 2026 at 3,987 shares worth $379K. The position accounts for 0.18% of the portfolio, ranked #62.

Birchbrook first reported a position in IXUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $381K in Q2 2026. 468 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

Birchbrook held 3,987 shares of iShares Core MSCI Total International Stock ETF worth $379K as of Q3 2026.
Birchbrook left its iShares Core MSCI Total International Stock ETF share count unchanged in Q3 2026.
iShares Core MSCI Total International Stock ETF made up 0.18% of Birchbrook's portfolio in Q3 2026, its #62 holding.
Birchbrook first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2023 and has held it in 10 quarters since.
Birchbrook's iShares Core MSCI Total International Stock ETF position peaked at $381K in Q2 2026.
468 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.