Client 1st Advisory Group’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Client 1st Advisory 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	$685K	Sell	7,173 -40	-0.6%	-$3.76K	0.18%	66
2026 Q1	$625K	Sell	7,213 -26	-0.4%	-$2.32K	0.19%	65
2025 Q4	$613K	Hold	7,239	–	–	0.19%	64
2025 Q3	$598K	Hold	7,239	–	–	0.2%	61
2025 Q2	$560K	Hold	7,239	–	–	0.2%	61
2025 Q1	$505K	Hold	7,239	–	–	0.2%	63
2024 Q4	$479K	Sell	7,239 -390	-5%	-$27.1K	0.18%	68
2024 Q3	$554K	Hold	7,629	–	–	0.22%	56
2024 Q2	$515K	Sell	7,629 -742	-9%	-$50.3K	0.22%	56
2024 Q1	$568K	Buy	8,371 +4,402	+111%	+$287K	0.26%	48
2023 Q4	$258K	Hold	3,969	–	–	0.13%	88
2023 Q3	$238K	Sell	3,969 -1,918	-33%	-$120K	0.13%	91
2023 Q2	$369K	Sell	5,887 -87	-1%	-$5.45K	0.19%	67
2023 Q1	$370K	Buy	5,974 +215	+4%	+$13.2K	0.2%	63
2022 Q4	$333K	Buy	5,759 +599	+12%	+$33.4K	0.19%	59
2022 Q3	$263K	Buy	+5,160	New	+$292K	0.16%	67

Other funds holding IXUS

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 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

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 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

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Client 1st Advisory Group's IXUS Position: Q2 2026 in Review

Client 1st Advisory Group reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.55% in Q2 2026, selling an estimated $3.76K and leaving 7,173 shares worth $685K. The position accounts for 0.18% of the portfolio, ranked #66.

Client 1st Advisory Group first reported a position in IXUS in Q3 2022 and has held it in 16 quarters since. 231 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Client 1st Advisory Group held 7,173 shares of iShares Core MSCI Total International Stock ETF worth $685K as of Q2 2026.
Client 1st Advisory Group sold 40 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $3.76K.
iShares Core MSCI Total International Stock ETF made up 0.18% of Client 1st Advisory Group's portfolio in Q2 2026, its #66 holding.
Client 1st Advisory Group first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2022 and has held it in 16 quarters since.
231 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.