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Holos Integrated Wealth’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Holos Integrated Wealth’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 		$211K Sell
2,236
-122
-5% -$11.5K 0.1% 80
2026
Q1 		$207K Buy
2,358
+1,558
+195% +$139K 0.1% 80
2025
Q4 		$68.7K Hold
800
– – 0.04% 111
2025
Q3 		$65K Hold
800
– – 0.04% 108
2025
Q2 		$63.1K Hold
800
– – 0.04% 108
2025
Q1 		$55.8K Hold
800
– – 0.04% 108
2024
Q4 		$52.9K Buy
+800
New +$55.5K 0.04% 109

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

Holos Integrated Wealth's IXUS Position: Q2 2026 in Review

Holos Integrated Wealth reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 5.2% in Q2 2026, selling an estimated $11.5K and leaving 2,236 shares worth $211K. The position accounts for 0.1% of the portfolio, ranked #80.

Holos Integrated Wealth first reported a position in IXUS in Q4 2024 and has held it in 7 quarters since. 259 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Holos Integrated Wealth held 2,236 shares of iShares Core MSCI Total International Stock ETF worth $211K as of Q2 2026.
  • Holos Integrated Wealth sold 122 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $11.5K.
  • iShares Core MSCI Total International Stock ETF made up 0.1% of Holos Integrated Wealth's portfolio in Q2 2026, its #80 holding.
  • Holos Integrated Wealth first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2024 and has held it in 7 quarters since.
  • 259 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

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