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

Enzi Wealth’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	$359K	Hold	3,793	–	–	0.11%	58
2026 Q2	$359K	Sell	3,793 -307	-7%	-$28.9K	0.11%	50
2026 Q1	$355K	Hold	4,100	–	–	0.12%	48
2025 Q4	$361K	Sell	4,100 -90	-2%	-$7.55K	0.13%	48
2025 Q3	$350K	Hold	4,190	–	–	0.12%	49
2025 Q2	$324K	Hold	4,190	–	–	0.12%	52
2025 Q1	$298K	Sell	4,190 -1,970	-32%	-$137K	0.12%	51
2024 Q4	$418K	Sell	6,160 -81	-1%	-$5.62K	0.16%	44
2024 Q3	$449K	Sell	6,241 -175	-3%	-$12.1K	0.18%	40
2024 Q2	$443K	Hold	6,416	–	–	0.19%	39
2024 Q1	$422K	Hold	6,416	–	–	0.2%	35
2023 Q4	$408K	Sell	6,416 -1,745	-21%	-$107K	0.2%	36
2023 Q3	$485K	Sell	8,161 -1,466	-15%	-$91.4K	0.26%	29
2023 Q2	$622K	Sell	9,627 -6,238	-39%	-$390K	0.32%	26
2023 Q1	$1M	Sell	15,865 -5,606	-26%	-$343K	0.52%	23
2022 Q4	$1.35M	Sell	21,471 -1,280	-6%	-$71.4K	0.65%	30
2022 Q3	$1.32M	Buy	+22,751	New	+$1.29M	0.65%	27

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

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 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

SAM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MWM

Magnolia Wealth Management Dothan, Alabama $191M AUM 9.47% 1-Year Est. Return

Enzi Wealth's IXUS Position: Q3 2026 in Review

Enzi Wealth held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q3 2026 at 3,793 shares worth $359K. The position accounts for 0.11% of the portfolio, ranked #58.

Enzi Wealth first reported a position in IXUS in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.35M in Q4 2022. 236 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

Enzi Wealth held 3,793 shares of iShares Core MSCI Total International Stock ETF worth $359K as of Q3 2026.
Enzi Wealth left its iShares Core MSCI Total International Stock ETF share count unchanged in Q3 2026.
iShares Core MSCI Total International Stock ETF made up 0.11% of Enzi Wealth's portfolio in Q3 2026, its #58 holding.
Enzi Wealth first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2022 and has held it in 17 quarters since.
Enzi Wealth's iShares Core MSCI Total International Stock ETF position peaked at $1.35M in Q4 2022.
236 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Enzi Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.