Connecticut Wealth Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Connecticut Wealth Management’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	$2.28M	Sell	23,987 -698	-3%	-$67K	0.08%	95
2026 Q2	$2.36M	Hold	24,685	–	–	0.09%	98
2026 Q1	$2.14M	Sell	24,685 -2,047	-8%	-$182K	0.09%	96
2025 Q4	$2.26M	Sell	26,732 -289	-1%	-$24.2K	0.1%	97
2025 Q3	$2.23M	Sell	27,021 -169	-0.6%	-$13.4K	0.1%	92
2025 Q2	$2.1M	Sell	27,190 -855	-3%	-$62.4K	0.1%	92
2025 Q1	$1.96M	Sell	28,045 -3,389	-11%	-$235K	0.1%	98
2024 Q4	$2.08M	Sell	31,434 -712	-2%	-$49.4K	0.1%	78
2024 Q3	$2.33M	Sell	32,146 -680	-2%	-$47.1K	0.11%	90
2024 Q2	$2.22M	Sell	32,826 -7,819	-19%	-$530K	0.11%	93
2024 Q1	$2.76M	Sell	40,645 -747	-2%	-$48.8K	0.15%	77
2023 Q4	$2.69M	Buy	41,392 +110	+0.3%	+$6.73K	0.15%	78
2023 Q3	$2.48M	Sell	41,282 -200	-0.5%	-$12.5K	0.17%	69
2023 Q2	$2.6M	Buy	41,482 +664	+2%	+$41.6K	0.18%	60
2023 Q1	$2.53M	Buy	+40,818	New	+$2.5M	0.19%	60

Other funds holding IXUS

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

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

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 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

Tiller Private Wealth Bethlehem, Pennsylvania $320M AUM 14.86% 1-Year Est. Return

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

Connecticut Wealth Management's IXUS Position: Q3 2026 in Review

Connecticut Wealth Management reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 2.8% in Q3 2026, selling an estimated $67K and leaving 23,987 shares worth $2.28M. The position accounts for 0.08% of the portfolio, ranked #95.

Connecticut Wealth Management first reported a position in IXUS in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.76M in Q1 2024. 399 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

Connecticut Wealth Management held 23,987 shares of iShares Core MSCI Total International Stock ETF worth $2.28M as of Q3 2026.
Connecticut Wealth Management sold 698 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $67K.
iShares Core MSCI Total International Stock ETF made up 0.08% of Connecticut Wealth Management's portfolio in Q3 2026, its #95 holding.
Connecticut Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2023 and has held it in 15 quarters since.
Connecticut Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $2.76M in Q1 2024.
399 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Connecticut Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.