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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$13.5M Sell
141,607
-39,996
-22% -$3.76M 0.18% 55
2026
Q1 		$15.7M Sell
181,603
-22,577
-11% -$2.01M 0.23% 51
2025
Q4 		$17.3M Sell
204,180
-13,906
-6% -$1.17M 0.26% 49
2025
Q3 		$18M Sell
218,086
-30,331
-12% -$2.41M 0.28% 47
2025
Q2 		$19.2M Sell
248,417
-30,860
-11% -$2.25M 0.32% 46
2025
Q1 		$19.5M Sell
279,277
-33,957
-11% -$2.35M 0.36% 43
2024
Q4 		$20.7M Sell
313,234
-5,292
-2% -$367K 0.4% 38
2024
Q3 		$23.1M Sell
318,526
-10,217
-3% -$708K 0.53% 37
2024
Q2 		$22.2M Sell
328,743
-11,686
-3% -$792K 0.48% 37
2024
Q1 		$23.1M Sell
340,429
-1,379
-0.4% -$90K 0.53% 36
2023
Q4 		$22.2M Sell
341,808
-6,859
-2% -$420K 0.55% 37
2023
Q3 		$20.9M Sell
348,667
-7,262
-2% -$453K 0.59% 36
2023
Q2 		$22.3M Sell
355,929
-13,394
-4% -$838K 0.62% 35
2023
Q1 		$22.9M Sell
369,323
-35,929
-9% -$2.2M 0.68% 35
2022
Q4 		$23.5M Sell
405,252
-15,532
-4% -$867K 0.87% 32
2022
Q3 		$21.4M Buy
420,784
+4,903
+1% +$278K 2.64% 10
2022
Q2 		$23.7M Buy
415,881
+13,489
+3% +$830K 0.99% 30
2022
Q1 		$26.8M Buy
402,392
+34,810
+9% +$2.36M 0.96% 29
2021
Q4 		$26.1M Buy
367,582
+12,332
+3% +$886K 0.95% 31
2021
Q3 		$25.2M Buy
355,250
+11,854
+3% +$864K 0.99% 29
2021
Q2 		$25.2M Buy
343,396
+10,766
+3% +$788K 1.03% 27
2021
Q1 		$23.4M Sell
332,630
-7,696
-2% -$540K 1.1% 25
2020
Q4 		$22.9M Buy
340,326
+12,935
+4% +$813K 1.12% 28
2020
Q3 		$19.1M Buy
327,391
+10,308
+3% +$601K 1.08% 28
2020
Q2 		$17.3M Buy
+317,083
New +$16.3M 1.05% 30
2019
Q4 		$17.9M Buy
288,701
+16,185
+6% +$970K 1.42% 19
2019
Q3 		$15.7M Buy
272,516
+32,663
+14% +$1.87M 1.37% 20
2019
Q2 		$14.1M Buy
239,853
+20,551
+9% +$1.2M 1.41% 20
2019
Q1 		$12.7M Sell
219,302
-4,373
-2% -$247K 1.39% 20
2018
Q4 		$11.8M Buy
223,675
+21,992
+11% +$1.22M 1.17% 24
2018
Q3 		$12.2M Buy
201,683
+6,269
+3% +$378K 1.13% 23
2018
Q2 		$11.8M Buy
195,414
+9,872
+5% +$621K 1.15% 21
2018
Q1 		$11.7M Sell
185,542
-6,742
-4% -$434K 1.17% 24
2017
Q4 		$12.1M Sell
192,284
-363
-0.2% -$22.6K 1.25% 21
2017
Q3 		$11.7M Sell
192,647
-26
-0% -$1.55K 1.24% 21
2017
Q2 		$11.1M Buy
192,673
+851
+0.4% +$48.3K 1.23% 21
2017
Q1 		$10.5M Buy
191,822
+9,487
+5% +$505K 1.18% 21
2016
Q4 		$9.21M Buy
182,335
+13,140
+8% +$668K 1.05% 26
2016
Q3 		$8.84M Buy
169,195
+2,347
+1% +$120K 1.08% 26
2016
Q2 		$8.17M Buy
166,848
+29,802
+22% +$1.48M 1.18% 18
2016
Q1 		$6.78M Buy
137,046
+45,043
+49% +$2.11M 1.06% 21
2015
Q4 		$4.55M Buy
92,003
+30,357
+49% +$1.55M 0.76% 30
2015
Q3 		$3.01M Buy
61,646
+41,186
+201% +$2.16M 0.57% 35
2015
Q2 		$1.13M Buy
+20,460
New +$1.18M 0.23% 60

Other funds holding IXUS

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
ASW
Astoria Strategic Wealth Conroe, Texas $438M AUM 16.79% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Magnolia Wealth Management Dothan, Alabama $191M AUM 17.58% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IXUS Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 22% in Q2 2026, selling an estimated $3.76M and leaving 141,607 shares worth $13.5M. The position accounts for 0.18% of the portfolio, ranked #55.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IXUS in Q2 2015 and has held it in 44 quarters since. The position peaked at $26.8M in Q1 2022. 204 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 141,607 shares of iShares Core MSCI Total International Stock ETF worth $13.5M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 39,996 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $3.76M.
  • iShares Core MSCI Total International Stock ETF made up 0.18% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2015 and has held it in 44 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares Core MSCI Total International Stock ETF position peaked at $26.8M in Q1 2022.
  • 204 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.