Cherry Tree Wealth Management
IXUS icon

Cherry Tree Wealth Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Cherry Tree 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
Q3 		$790K Hold
8,317
– – 0.15% 81
2026
Q2 		$794K Buy
8,317
+84
+1% +$7.9K 0.15% 81
2026
Q1 		$713K Sell
8,233
-66
-0.8% -$5.88K 0.15% 81
2025
Q4 		$702K Sell
8,299
-132
-2% -$11.1K 0.15% 85
2025
Q3 		$696K Buy
8,431
+13
+0.2% +$1.03K 0.15% 79
2025
Q2 		$651K Buy
8,418
+2
+0% +$146 0.15% 80
2025
Q1 		$588K Hold
8,416
– – 0.14% 82
2024
Q4 		$557K Buy
8,416
+1
+0% +$69 0.14% 85
2024
Q3 		$611K Hold
8,415
– – 0.14% 83
2024
Q2 		$569K Buy
8,415
+213
+3% +$14.4K 0.14% 82
2024
Q1 		$557K Hold
8,202
– – 0.14% 81
2023
Q4 		$533K Buy
8,202
+2
+0% +$122 0.14% 79
2023
Q3 		$492K Sell
8,200
-82
-1% -$5.11K 0.14% 82
2023
Q2 		$519K Buy
+8,282
New +$518K 0.15% 81

Other funds holding IXUS

Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Chesley Taft & Associates
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
Bricktown Capital
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Standpoint Asset Management
Standpoint Asset Management Scottsdale, Arizona $514M AUM 14.59% 1-Year Est. Return

Cherry Tree Wealth Management's IXUS Position: Q3 2026 in Review

Cherry Tree Wealth Management held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q3 2026 at 8,317 shares worth $790K. The position accounts for 0.15% of the portfolio, ranked #81.

Cherry Tree Wealth Management first reported a position in IXUS in Q2 2023 and has held it in 14 quarters since. The position peaked at $794K in Q2 2026. 331 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

  • Cherry Tree Wealth Management held 8,317 shares of iShares Core MSCI Total International Stock ETF worth $790K as of Q3 2026.
  • Cherry Tree Wealth Management left its iShares Core MSCI Total International Stock ETF share count unchanged in Q3 2026.
  • iShares Core MSCI Total International Stock ETF made up 0.15% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #81 holding.
  • Cherry Tree Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $794K in Q2 2026.
  • 331 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.