Heritage Wealth Architects
IXUS icon

Heritage Wealth Architects’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Heritage Wealth Architects’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 		$1.24M Sell
12,941
-108
-0.8% -$10.4K 0.5% 25
2026
Q2 		$1.22M Sell
13,049
-395
-3% -$37.1K 0.49% 29
2026
Q1 		$1.25M Sell
13,444
-263
-2% -$23.4K 0.52% 28
2025
Q4 		$1.22M Sell
13,707
-484
-3% -$40.6K 0.57% 27
2025
Q3 		$1.17M Sell
14,191
-890
-6% -$70.8K 0.72% 25
2025
Q2 		$1.17M Sell
15,081
-1,973
-12% -$144K 0.86% 23
2025
Q1 		$1.19M Buy
+17,054
New +$1.18M 1.16% 18

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

Heritage Wealth Architects's IXUS Position: Q3 2026 in Review

Heritage Wealth Architects reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.83% in Q3 2026, selling an estimated $10.4K and leaving 12,941 shares worth $1.24M. The position accounts for 0.5% of the portfolio, ranked #25.

Heritage Wealth Architects first reported a position in IXUS in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.25M in Q1 2026. 331 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

  • Heritage Wealth Architects held 12,941 shares of iShares Core MSCI Total International Stock ETF worth $1.24M as of Q3 2026.
  • Heritage Wealth Architects sold 108 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $10.4K.
  • iShares Core MSCI Total International Stock ETF made up 0.5% of Heritage Wealth Architects's portfolio in Q3 2026, its #25 holding.
  • Heritage Wealth Architects first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2025 and has held it in 7 quarters since.
  • Heritage Wealth Architects's iShares Core MSCI Total International Stock ETF position peaked at $1.25M in Q1 2026.
  • 331 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.