Forza Wealth Management
IXUS icon

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

Forza 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 		$223K Hold
2,344
– – 0.06% 187
2026
Q2 		$224K Hold
2,344
– – 0.07% 187
2026
Q1 		$203K Sell
2,344
-275
-11% -$24.5K 0.07% 183
2025
Q4 		$222K Hold
2,619
– – 0.08% 180
2025
Q3 		$216K Buy
+2,619
New +$208K 0.08% 183

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
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 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

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

Forza Wealth Management held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q3 2026 at 2,344 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #187.

Forza Wealth Management first reported a position in IXUS in Q3 2025 and has held it in 5 quarters since. The position peaked at $224K in Q2 2026. 331 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

  • Forza Wealth Management held 2,344 shares of iShares Core MSCI Total International Stock ETF worth $223K as of Q3 2026.
  • Forza Wealth Management left its iShares Core MSCI Total International Stock ETF share count unchanged in Q3 2026.
  • iShares Core MSCI Total International Stock ETF made up 0.06% of Forza Wealth Management's portfolio in Q3 2026, its #187 holding.
  • Forza Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2025 and has held it in 5 quarters since.
  • Forza Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $224K in Q2 2026.
  • 331 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.