Concurrent Investment Advisors
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Concurrent Investment Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Concurrent Investment 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
Q3 		$5.59M Buy
58,833
+46,069
+361% +$4.42M 0.04% 444
2026
Q2 		$1.22M Buy
12,764
+8,408
+193% +$790K 0.01% 919
2026
Q1 		$377K Buy
+4,356
New +$388K ﹤0.01% 1361

Other funds holding IXUS

D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Tiller Private Wealth
Tiller Private Wealth Bethlehem, Pennsylvania $320M AUM 14.86% 1-Year Est. Return

Concurrent Investment Advisors's IXUS Position: Q3 2026 in Review

Concurrent Investment Advisors increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 361% in Q3 2026, buying an estimated $4.42M and bringing the position to 58,833 shares worth $5.59M. The position accounts for 0.04% of the portfolio, ranked #444.

Concurrent Investment Advisors first reported a position in IXUS in Q1 2026 and has held it in 3 quarters since. 468 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

  • Concurrent Investment Advisors held 58,833 shares of iShares Core MSCI Total International Stock ETF worth $5.59M as of Q3 2026.
  • Concurrent Investment Advisors bought 46,069 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $4.42M.
  • iShares Core MSCI Total International Stock ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q3 2026, its #444 holding.
  • Concurrent Investment Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2026 and has held it in 3 quarters since.
  • 468 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.