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

Fermata 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	$773K	Sell	8,138 -49	-0.6%	-$4.7K	0.15%	134
2026 Q2	$781K	Buy	8,187 +39	+0.5%	+$3.66K	0.16%	123
2026 Q1	$706K	Sell	8,148 -32	-0.4%	-$2.85K	0.16%	117
2025 Q4	$692K	Sell	8,180 -31	-0.4%	-$2.6K	0.17%	112
2025 Q3	$678K	Buy	8,211 +149	+2%	+$11.8K	0.17%	109
2025 Q2	$623K	Sell	8,062 -449	-5%	-$32.8K	0.17%	117
2025 Q1	$594K	Buy	8,511 +113	+1%	+$7.84K	0.11%	139
2024 Q4	$555K	Sell	8,398 -127	-1%	-$8.82K	0.1%	132
2024 Q3	$619K	Buy	+8,525	New	+$590K	0.13%	106

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

Fermata Advisors's IXUS Position: Q3 2026 in Review

Fermata Advisors reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.6% in Q3 2026, selling an estimated $4.7K and leaving 8,138 shares worth $773K. The position accounts for 0.15% of the portfolio, ranked #134.

Fermata Advisors first reported a position in IXUS in Q3 2024 and has held it in 9 quarters since. The position peaked at $781K in Q2 2026. 236 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

Fermata Advisors held 8,138 shares of iShares Core MSCI Total International Stock ETF worth $773K as of Q3 2026.
Fermata Advisors sold 49 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $4.7K.
iShares Core MSCI Total International Stock ETF made up 0.15% of Fermata Advisors's portfolio in Q3 2026, its #134 holding.
Fermata Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2024 and has held it in 9 quarters since.
Fermata Advisors's iShares Core MSCI Total International Stock ETF position peaked at $781K in Q2 2026.
236 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.