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

Clune & 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
Q2 		$1.6M Sell
16,786
-4,472
-21% -$420K 0.24% 66
2026
Q1 		$1.84M Sell
21,258
-746
-3% -$66.5K 0.35% 63
2025
Q4 		$1.86M Buy
22,004
+1,338
+6% +$112K 0.4% 62
2025
Q3 		$1.71M Buy
20,666
+9,065
+78% +$721K 0.43% 62
2025
Q2 		$897K Buy
11,601
+756
+7% +$55.2K 0.25% 86
2025
Q1 		$757K Buy
10,845
+1,817
+20% +$126K 0.23% 84
2024
Q4 		$597K Buy
+9,028
New +$627K 0.2% 92

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
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

Clune & Associates's IXUS Position: Q2 2026 in Review

Clune & Associates reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 21% in Q2 2026, selling an estimated $420K and leaving 16,786 shares worth $1.6M. The position accounts for 0.24% of the portfolio, ranked #66.

Clune & Associates first reported a position in IXUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.86M in Q4 2025. 225 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Clune & Associates held 16,786 shares of iShares Core MSCI Total International Stock ETF worth $1.6M as of Q2 2026.
  • Clune & Associates sold 4,472 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $420K.
  • iShares Core MSCI Total International Stock ETF made up 0.24% of Clune & Associates's portfolio in Q2 2026, its #66 holding.
  • Clune & Associates first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2024 and has held it in 7 quarters since.
  • Clune & Associates's iShares Core MSCI Total International Stock ETF position peaked at $1.86M in Q4 2025.
  • 225 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.