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 Q3	$1.7M	Buy	17,921 +1,135	+7%	+$109K	0.26%	61
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

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Standpoint Asset Management Scottsdale, Arizona $514M AUM 14.59% 1-Year Est. Return

Clune & Associates's IXUS Position: Q3 2026 in Review

Clune & Associates increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 6.8% in Q3 2026, buying an estimated $109K and bringing the position to 17,921 shares worth $1.7M. The position accounts for 0.26% of the portfolio, ranked #61.

Clune & Associates first reported a position in IXUS in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.86M in Q4 2025. 331 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

Clune & Associates held 17,921 shares of iShares Core MSCI Total International Stock ETF worth $1.7M as of Q3 2026.
Clune & Associates bought 1,135 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $109K.
iShares Core MSCI Total International Stock ETF made up 0.26% of Clune & Associates's portfolio in Q3 2026, its #61 holding.
Clune & Associates first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's iShares Core MSCI Total International Stock ETF position peaked at $1.86M in Q4 2025.
331 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.