First Heartland Consultants’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

First Heartland Consultants’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 Q2	$314K	Sell	3,285 -155	-5%	-$14.6K	0.02%	452
2026 Q1	$298K	Sell	3,440 -68	-2%	-$6.06K	0.02%	407
2025 Q4	$297K	Buy	3,508 +475	+16%	+$39.8K	0.02%	421
2025 Q3	$250K	Hold	3,033	–	–	0.02%	454
2025 Q2	$234K	Hold	3,033	–	–	0.02%	437
2025 Q1	$212K	Buy	+3,033	New	+$210K	0.02%	415
2024 Q4	–	Sell	-3,211	Closed	-$233K	–	478
2024 Q3	$233K	Buy	3,211 +1	+0%	+$69	0.03%	394
2024 Q2	$217	Buy	3,210 +49	+2%	+$3.32K	0.02%	404
2024 Q1	$215K	Buy	+3,161	New	+$206K	0.02%	397
2023 Q1	–	Sell	-3,838	Closed	-$222K	–	372
2022 Q4	$222K	Buy	+3,838	New	+$214K	0.04%	335
2022 Q3	–	Sell	-3,757	Closed	-$214K	–	358
2022 Q2	$214K	Buy	+3,757	New	+$231K	0.03%	310
2022 Q1	–	Sell	-3,325	Closed	-$235	–	384
2021 Q4	$235	Sell	3,325 -3	-0.1%	-$216	0.01%	328
2021 Q3	$236K	Sell	3,328 -209	-6%	-$15.2K	0.04%	339
2021 Q2	$259K	Buy	3,537 +28	+0.8%	+$2.05K	0.04%	316
2021 Q1	$247K	Sell	3,509 -178	-5%	-$12.5K	0.04%	330
2020 Q4	$248K	Sell	3,687 -515	-12%	-$32.4K	0.04%	285
2020 Q3	$245K	Buy	4,202 +134	+3%	+$7.81K	0.05%	245
2020 Q2	$222K	Buy	+4,068	New	+$209K	0.04%	249
2018 Q1	–	Sell	-10,913	Closed	-$688K	–	271
2017 Q4	$688K	Buy	10,913 +71	+0.7%	+$4.41K	0.21%	116
2017 Q3	$661K	Buy	10,842 +1,072	+11%	+$63.8K	0.16%	176
2017 Q2	$560K	Buy	+9,770	New	+$555K	0.15%	184

Other funds holding IXUS

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

ASW

Astoria Strategic Wealth Conroe, Texas $438M AUM 16.79% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWM

Magnolia Wealth Management Dothan, Alabama $191M AUM 17.58% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

First Heartland Consultants's IXUS Position: Q2 2026 in Review

First Heartland Consultants reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 4.5% in Q2 2026, selling an estimated $14.6K and leaving 3,285 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #452.

First Heartland Consultants first reported a position in IXUS in Q2 2017 and has held it in 21 quarters since. The position peaked at $688K in Q4 2017. 225 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

First Heartland Consultants held 3,285 shares of iShares Core MSCI Total International Stock ETF worth $314K as of Q2 2026.
First Heartland Consultants sold 155 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $14.6K.
iShares Core MSCI Total International Stock ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #452 holding.
First Heartland Consultants first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2017 and has held it in 21 quarters since.
First Heartland Consultants's iShares Core MSCI Total International Stock ETF position peaked at $688K in Q4 2017.
225 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.