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 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

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

LWMT

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

ASW

Astoria Strategic Wealth Conroe, Texas $438M AUM 16.79% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Heritage Wealth Architects's IXUS Position: Q2 2026 in Review

Heritage Wealth Architects reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 2.9% in Q2 2026, selling an estimated $37.1K and leaving 13,049 shares worth $1.22M. The position accounts for 0.49% of the portfolio, ranked #29.

Heritage Wealth Architects first reported a position in IXUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.25M in Q1 2026. 259 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Heritage Wealth Architects held 13,049 shares of iShares Core MSCI Total International Stock ETF worth $1.22M as of Q2 2026.
Heritage Wealth Architects sold 395 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $37.1K.
iShares Core MSCI Total International Stock ETF made up 0.49% of Heritage Wealth Architects's portfolio in Q2 2026, its #29 holding.
Heritage Wealth Architects first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2025 and has held it in 6 quarters since.
Heritage Wealth Architects's iShares Core MSCI Total International Stock ETF position peaked at $1.25M in Q1 2026.
259 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.