Carlton Hofferkamp & Jenks Wealth Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Carlton Hofferkamp & Jenks Wealth Management’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	$1.4M	Buy	14,843 +1,748	+13%	+$164K	0.45%	52
2026 Q1	$1.21M	Buy	13,095 +178	+1%	+$15.9K	0.4%	58
2025 Q4	$1.09M	Buy	12,917 +626	+5%	+$52.5K	0.37%	61
2025 Q3	$1.04M	Buy	12,291 +758	+7%	+$60.3K	0.35%	60
2025 Q2	$891K	Buy	11,533 +2,835	+33%	+$207K	0.32%	66
2025 Q1	$594K	Buy	8,698 +2,503	+40%	+$174K	0.25%	81
2024 Q4	$428K	Buy	6,195 +1,214	+24%	+$84.3K	0.16%	98
2024 Q3	$347K	Buy	4,981 +76	+2%	+$5.26K	0.13%	108
2024 Q2	$334K	Buy	4,905 +81	+2%	+$5.49K	0.13%	107
2024 Q1	$319K	Buy	4,824 +1,618	+50%	+$106K	0.13%	104
2023 Q4	$204K	Buy	+3,206	New	+$196K	0.09%	128

Other funds holding IXUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AMI

Amica Mutual Insurance Providence, Rhode Island $1.2B AUM 25.24% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's IXUS Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 13% in Q2 2026, buying an estimated $164K and bringing the position to 14,843 shares worth $1.4M. The position accounts for 0.45% of the portfolio, ranked #52.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in IXUS in Q4 2023 and has held it in 11 quarters since. 805 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Carlton Hofferkamp & Jenks Wealth Management held 14,843 shares of iShares Core MSCI Total International Stock ETF worth $1.4M as of Q2 2026.
Carlton Hofferkamp & Jenks Wealth Management bought 1,748 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $164K.
iShares Core MSCI Total International Stock ETF made up 0.45% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #52 holding.
Carlton Hofferkamp & Jenks Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2023 and has held it in 11 quarters since.
805 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.