Chesley Taft & Associates
IXUS icon

Chesley Taft & Associates’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Chesley Taft & Associates’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 		$52.3M Buy
550,684
+10,505
+2% +$1.01M 2.04% 11
2026
Q2 		$51.6M Buy
540,179
+18,791
+4% +$1.77M 2.01% 12
2026
Q1 		$45.2M Buy
521,388
+17,786
+4% +$1.58M 1.89% 12
2025
Q4 		$42.6M Buy
503,602
+52,900
+12% +$4.44M 1.68% 15
2025
Q3 		$37.2M Buy
450,702
+23,599
+6% +$1.88M 1.58% 15
2025
Q2 		$33M Sell
427,103
-9,098
-2% -$664K 1.47% 18
2025
Q1 		$30.5M Buy
436,201
+3,624
+0.8% +$251K 1.47% 18
2024
Q4 		$28.6M Buy
432,577
+2,017
+0.5% +$140K 1.33% 20
2024
Q3 		$31.3M Buy
430,560
+6,304
+1% +$437K 1.49% 18
2024
Q2 		$28.7M Buy
424,256
+94,572
+29% +$6.41M 1.44% 17
2024
Q1 		$22.4M Sell
329,684
-987
-0.3% -$64.4K 1.14% 26
2023
Q4 		$21.5M Sell
330,671
-986
-0.3% -$60.4K 1.2% 24
2023
Q3 		$19.9M Buy
331,657
+14,570
+5% +$909K 1.29% 22
2023
Q2 		$19.9M Buy
317,087
+7,073
+2% +$443K 1.22% 24
2023
Q1 		$19.2M Buy
310,014
+81,474
+36% +$4.99M 1.26% 25
2022
Q4 		$13.2M Buy
228,540
+35,432
+18% +$1.98M 0.91% 32
2022
Q3 		$9.8M Buy
193,108
+7,806
+4% +$442K 0.72% 39
2022
Q2 		$10.6M Sell
185,302
-1,053
-0.6% -$64.8K 0.72% 39
2022
Q1 		$12.1M Buy
186,355
+6,895
+4% +$468K 0.71% 39
2021
Q4 		$12.7M Buy
179,460
+6,305
+4% +$453K 0.66% 43
2021
Q3 		$12.3M Buy
173,155
+8,380
+5% +$611K 0.7% 40
2021
Q2 		$12.1M Buy
164,775
+5,475
+3% +$401K 0.69% 42
2021
Q1 		$11.5M Buy
159,300
+7,430
+5% +$521K 0.68% 45
2020
Q4 		$10.2M Buy
151,870
+27,520
+22% +$1.73M 0.65% 43
2020
Q3 		$7.26M Buy
124,350
+5,695
+5% +$332K 0.52% 54
2020
Q2 		$6.47M Buy
+118,655
New +$6.1M 0.49% 55

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
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
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
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Chesley Taft & Associates's IXUS Position: Q3 2026 in Review

Chesley Taft & Associates increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 1.9% in Q3 2026, buying an estimated $1.01M and bringing the position to 550,684 shares worth $52.3M. The position accounts for 2.04% of the portfolio, ranked #11.

Chesley Taft & Associates first reported a position in IXUS in Q2 2020 and has held it in 26 quarters since. 302 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

  • Chesley Taft & Associates held 550,684 shares of iShares Core MSCI Total International Stock ETF worth $52.3M as of Q3 2026.
  • Chesley Taft & Associates bought 10,505 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $1.01M.
  • iShares Core MSCI Total International Stock ETF made up 2.04% of Chesley Taft & Associates's portfolio in Q3 2026, its #11 holding.
  • Chesley Taft & Associates first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2020 and has held it in 26 quarters since.
  • 302 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Chesley Taft & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.