Capstone Wealth Management (Alabama)’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Capstone Wealth Management (Alabama)’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	$1.13M	Hold	11,897	–	–	0.52%	27
2026 Q2	$1.14M	Sell	11,897 -68	-0.6%	-$6.39K	0.53%	26
2026 Q1	$1.04M	Sell	11,965 -50	-0.4%	-$4.45K	0.72%	20
2025 Q4	$1.02M	Hold	12,015	–	–	0.74%	21
2025 Q3	$992K	Sell	12,015 -99	-0.8%	-$7.87K	0.76%	19
2025 Q2	$937K	Sell	12,114 -21	-0.2%	-$1.53K	0.82%	18
2025 Q1	$847K	Hold	12,135	–	–	0.84%	18
2024 Q4	$803K	Buy	+12,135	New	+$842K	0.78%	19

Other funds holding IXUS

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 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

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 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

Hardy Reed Tupelo, Mississippi $1.58B AUM 14.98% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s IXUS Position: Q3 2026 in Review

Capstone Wealth Management (Alabama) held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q3 2026 at 11,897 shares worth $1.13M. The position accounts for 0.52% of the portfolio, ranked #27.

Capstone Wealth Management (Alabama) first reported a position in IXUS in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.14M in Q2 2026. 688 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

Capstone Wealth Management (Alabama) held 11,897 shares of iShares Core MSCI Total International Stock ETF worth $1.13M as of Q3 2026.
Capstone Wealth Management (Alabama) left its iShares Core MSCI Total International Stock ETF share count unchanged in Q3 2026.
iShares Core MSCI Total International Stock ETF made up 0.52% of Capstone Wealth Management (Alabama)'s portfolio in Q3 2026, its #27 holding.
Capstone Wealth Management (Alabama) first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2024 and has held it in 8 quarters since.
Capstone Wealth Management (Alabama)'s iShares Core MSCI Total International Stock ETF position peaked at $1.14M in Q2 2026.
688 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q3 2026, filed 2 Nov 2026.