Cyndeo Wealth Partners
IXUS icon

Cyndeo Wealth Partners’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Cyndeo Wealth Partners’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 		$3.7M Buy
38,920
+675
+2% +$64.8K 0.17% 129
2026
Q2 		$3.65M Buy
38,245
+804
+2% +$75.6K 0.17% 133
2026
Q1 		$3.24M Buy
37,441
+334
+0.9% +$29.8K 0.17% 133
2025
Q4 		$3.14M Buy
37,107
+1,955
+6% +$164K 0.17% 128
2025
Q3 		$2.9M Buy
35,152
+62
+0.2% +$4.93K 0.16% 138
2025
Q2 		$2.71M Sell
35,090
-155
-0.4% -$11.3K 0.16% 142
2025
Q1 		$2.46M Sell
35,245
-6,840
-16% -$474K 0.16% 144
2024
Q4 		$2.78M Buy
42,085
+4,126
+11% +$286K 0.19% 137
2024
Q3 		$2.76M Buy
37,959
+6,299
+20% +$436K 0.19% 137
2024
Q2 		$2.14M Buy
31,660
+7,595
+32% +$515K 0.17% 154
2024
Q1 		$1.63M Buy
24,065
+13,057
+119% +$852K 0.14% 166
2023
Q4 		$715K Buy
+11,008
New +$674K 0.07% 217

Other funds holding IXUS

Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Chesley Taft & Associates
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
Bricktown Capital
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Standpoint Asset Management
Standpoint Asset Management Scottsdale, Arizona $514M AUM 14.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Magnolia Wealth Management
Magnolia Wealth Management Dothan, Alabama $191M AUM 9.47% 1-Year Est. Return

Cyndeo Wealth Partners's IXUS Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 1.8% in Q3 2026, buying an estimated $64.8K and bringing the position to 38,920 shares worth $3.7M. The position accounts for 0.17% of the portfolio, ranked #129.

Cyndeo Wealth Partners first reported a position in IXUS in Q4 2023 and has held it in 12 quarters since. 245 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

  • Cyndeo Wealth Partners held 38,920 shares of iShares Core MSCI Total International Stock ETF worth $3.7M as of Q3 2026.
  • Cyndeo Wealth Partners bought 675 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $64.8K.
  • iShares Core MSCI Total International Stock ETF made up 0.17% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #129 holding.
  • Cyndeo Wealth Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2023 and has held it in 12 quarters since.
  • 245 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.