Halbert Hargrove Global Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Halbert Hargrove Global 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	$36.4K	Buy	383 +16	+4%	+$1.54K	﹤0.01%	217
2026 Q2	$35K	Hold	367	–	–	﹤0.01%	235
2026 Q1	$31.8K	Hold	367	–	–	﹤0.01%	221
2025 Q4	$31.1K	Hold	367	–	–	﹤0.01%	223
2025 Q3	$30.3K	Hold	367	–	–	﹤0.01%	214
2025 Q2	$28.4K	Sell	367 -23	-6%	-$1.68K	﹤0.01%	173
2025 Q1	$27.2K	Hold	390	–	–	﹤0.01%	179
2024 Q4	$25.8K	Buy	+390	New	+$27.1K	﹤0.01%	184

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

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

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

Halbert Hargrove Global Advisors's IXUS Position: Q3 2026 in Review

Halbert Hargrove Global Advisors increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 4.4% in Q3 2026, buying an estimated $1.54K and bringing the position to 383 shares worth $36.4K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

Halbert Hargrove Global Advisors first reported a position in IXUS in Q4 2024 and has held it in 8 quarters since. 270 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

Halbert Hargrove Global Advisors held 383 shares of iShares Core MSCI Total International Stock ETF worth $36.4K as of Q3 2026.
Halbert Hargrove Global Advisors bought 16 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $1.54K.
iShares Core MSCI Total International Stock ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #217 holding.
Halbert Hargrove Global Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2024 and has held it in 8 quarters since.
270 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.