Helen Stephens Group’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Helen Stephens Group’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	$1.14M	Buy	11,938 +151	+1%	+$14.2K	0.19%	49
2026 Q1	$1.02M	Hold	11,787	–	–	0.2%	54
2025 Q4	$998K	Hold	11,787	–	–	0.21%	49
2025 Q3	$973K	Hold	11,787	–	–	0.22%	43
2025 Q2	$911K	Sell	11,787 -153	-1%	-$11.2K	0.23%	42
2025 Q1	$834K	Hold	11,940	–	–	0.24%	47
2024 Q4	$790K	Buy	11,940 +210	+2%	+$14.6K	0.23%	47
2024 Q3	$852K	Hold	11,730	–	–	0.26%	49
2024 Q2	$792K	Buy	+11,730	New	+$795K	0.27%	46

Other funds holding IXUS

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

LWMT

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

TPW

Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

Helen Stephens Group's IXUS Position: Q2 2026 in Review

Helen Stephens Group increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 1.3% in Q2 2026, buying an estimated $14.2K and bringing the position to 11,938 shares worth $1.14M. The position accounts for 0.19% of the portfolio, ranked #49.

Helen Stephens Group first reported a position in IXUS in Q2 2024 and has held it in 9 quarters since. 523 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Helen Stephens Group held 11,938 shares of iShares Core MSCI Total International Stock ETF worth $1.14M as of Q2 2026.
Helen Stephens Group bought 151 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $14.2K.
iShares Core MSCI Total International Stock ETF made up 0.19% of Helen Stephens Group's portfolio in Q2 2026, its #49 holding.
Helen Stephens Group first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2024 and has held it in 9 quarters since.
523 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.