Chicago Partners Investment Group’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Chicago Partners Investment Group’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	$3.95M	Buy	42,260 +1,218	+3%	+$114K	0.08%	222
2026 Q1	$3.81M	Sell	41,042 -528	-1%	-$47K	0.09%	205
2025 Q4	$3.71M	Buy	41,570 +582	+1%	+$48.8K	0.09%	190
2025 Q3	$3.48M	Sell	40,988 -1,445	-3%	-$115K	0.09%	189
2025 Q2	$3.38M	Buy	42,433 +3,199	+8%	+$234K	0.1%	184
2025 Q1	$2.86M	Buy	39,234 +1,913	+5%	+$133K	0.1%	189
2024 Q4	$2.48M	Sell	37,321 -971	-3%	-$67.4K	0.08%	201
2024 Q3	$2.68M	Sell	38,292 -535	-1%	-$37.1K	0.1%	178
2024 Q2	$2.64M	Buy	38,827 +1,280	+3%	+$86.8K	0.1%	172
2024 Q1	$2.49M	Sell	37,547 -10,720	-22%	-$700K	0.11%	171
2023 Q4	$3.08M	Buy	48,267 +1,974	+4%	+$121K	0.14%	135
2023 Q3	$2.68M	Buy	46,293 +1,920	+4%	+$120K	0.14%	136
2023 Q2	$2.8M	Buy	44,373 +4,359	+11%	+$273K	0.15%	139
2023 Q1	$2.53M	Buy	40,014 +3,158	+9%	+$193K	0.15%	138
2022 Q4	$2.3M	Buy	36,856 +1,554	+4%	+$86.7K	0.14%	145
2022 Q3	$1.93M	Buy	35,302 +1,935	+6%	+$110K	0.14%	147
2022 Q2	$1.98M	Sell	33,367 -9,554	-22%	-$588K	0.14%	136
2022 Q1	$2.57M	Sell	42,921 -10,435	-20%	-$708K	0.2%	107
2021 Q4	$3.65M	Buy	53,356 +1,651	+3%	+$119K	0.26%	81
2021 Q3	$3.81M	Buy	51,705 +1,266	+3%	+$92.3K	0.27%	76
2021 Q2	$3.65M	Buy	50,439 +2,138	+4%	+$157K	0.27%	75
2021 Q1	$3.53M	Buy	48,301 +2,081	+5%	+$146K	0.29%	70
2020 Q4	$3.24M	Buy	46,220 +32,153	+229%	+$2.02M	0.31%	65
2020 Q3	$829K	Sell	14,067 -4,894	-26%	-$285K	0.1%	162
2020 Q2	$1.1M	Buy	18,961 +1,676	+10%	+$86.2K	0.14%	120
2020 Q1	$856K	Sell	17,285 -750	-4%	-$42.4K	0.13%	128
2019 Q4	$1.13M	Buy	18,035 +12,360	+218%	+$741K	0.14%	115
2019 Q3	$336K	Hold	5,675	–	–	0.05%	243
2019 Q2	$333K	Hold	5,675	–	–	0.05%	239
2019 Q1	$339K	Sell	5,675 -5,325	-48%	-$301K	0.05%	229
2018 Q4	$605K	Buy	+11,000	New	+$610K	0.09%	171

Other funds holding IXUS

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Chicago Partners Investment Group's IXUS Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 3% in Q2 2026, buying an estimated $114K and bringing the position to 42,260 shares worth $3.95M. The position accounts for 0.08% of the portfolio, ranked #222.

Chicago Partners Investment Group first reported a position in IXUS in Q4 2018 and has held it in 31 quarters since. 1,059 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Chicago Partners Investment Group held 42,260 shares of iShares Core MSCI Total International Stock ETF worth $3.95M as of Q2 2026.
Chicago Partners Investment Group bought 1,218 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $114K.
iShares Core MSCI Total International Stock ETF made up 0.08% of Chicago Partners Investment Group's portfolio in Q2 2026, its #222 holding.
Chicago Partners Investment Group first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2018 and has held it in 31 quarters since.
1,059 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.