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 Q3	$74.7K	Sell	801 -1,435	-64%	-$138K	0.03%	137
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

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

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 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

Holos Integrated Wealth's IXUS Position: Q3 2026 in Review

Holos Integrated Wealth reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 64% in Q3 2026, selling an estimated $138K and leaving 801 shares worth $74.7K. The position accounts for 0.03% of the portfolio, ranked #137.

Holos Integrated Wealth first reported a position in IXUS in Q4 2024 and has held it in 8 quarters since. The position peaked at $211K in Q2 2026. 331 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

Holos Integrated Wealth held 801 shares of iShares Core MSCI Total International Stock ETF worth $74.7K as of Q3 2026.
Holos Integrated Wealth sold 1,435 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $138K.
iShares Core MSCI Total International Stock ETF made up 0.03% of Holos Integrated Wealth's portfolio in Q3 2026, its #137 holding.
Holos Integrated Wealth first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2024 and has held it in 8 quarters since.
Holos Integrated Wealth's iShares Core MSCI Total International Stock ETF position peaked at $211K in Q2 2026.
331 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.