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

Golden State 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 		$2.01M Buy
21,205
+551
+3% +$52.9K 0.18% 112
2026
Q2 		$1.97M Buy
20,654
+1,809
+10% +$170K 0.18% 118
2026
Q1 		$1.63M Buy
18,845
+1,507
+9% +$134K 0.18% 115
2025
Q4 		$1.47M Buy
17,338
+16,624
+2,328% +$1.39M 0.16% 110
2025
Q3 		$59K Buy
714
+1
+0.1% +$79 0.01% 632
2025
Q2 		$55.2K Buy
713
+95
+15% +$6.94K 0.01% 620
2025
Q1 		$43.1K Buy
618
+352
+132% +$24.4K 0.01% 623
2024
Q4 		$17.6K Buy
+266
New +$18.5K ﹤0.01% 797
2020
Q3 		– Sell
-14,019
Closed -$764K – 459
2020
Q2 		$764K Buy
+14,019
New +$721K 0.2% 91
2019
Q3 		– Sell
-200
Closed -$11K – 1104
2019
Q2 		$11K Buy
+200
New +$11.7K ﹤0.01% 731

Other funds holding IXUS

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Waldron Private Wealth
Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Hardy Reed
Hardy Reed Tupelo, Mississippi $1.58B AUM 14.98% 1-Year Est. Return

Golden State Wealth Management's IXUS Position: Q3 2026 in Review

Golden State Wealth Management increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 2.7% in Q3 2026, buying an estimated $52.9K and bringing the position to 21,205 shares worth $2.01M. The position accounts for 0.18% of the portfolio, ranked #112.

Golden State Wealth Management first reported a position in IXUS in Q2 2019 and has held it in 10 quarters since. 688 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

  • Golden State Wealth Management held 21,205 shares of iShares Core MSCI Total International Stock ETF worth $2.01M as of Q3 2026.
  • Golden State Wealth Management bought 551 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $52.9K.
  • iShares Core MSCI Total International Stock ETF made up 0.18% of Golden State Wealth Management's portfolio in Q3 2026, its #112 holding.
  • Golden State Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2019 and has held it in 10 quarters since.
  • 688 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Golden State Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.