J.W. Cole Advisors
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J.W. Cole Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

J.W. Cole Advisors’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 		$3.09M Buy
32,480
+4,757
+17% +$457K 0.05% 354
2026
Q2 		$2.65M Buy
27,723
+4,161
+18% +$391K 0.05% 406
2026
Q1 		$2.04M Buy
23,562
+4,762
+25% +$424K 0.07% 242
2025
Q4 		$1.43M Buy
18,800
+1,226
+7% +$103K 0.03% 514
2025
Q3 		$1.45M Buy
17,574
+1,894
+12% +$151K 0.03% 590
2025
Q2 		$1.21M Buy
15,680
+1,408
+10% +$103K 0.03% 603
2025
Q1 		$996K Buy
14,272
+9,557
+203% +$663K 0.03% 538
2024
Q4 		$312K Sell
4,715
-694
-13% -$48.2K 0.01% 770
2024
Q3 		$393K Sell
5,409
-2,216
-29% -$153K 0.02% 691
2024
Q2 		$515K Buy
7,625
+1,690
+28% +$115K 0.02% 516
2024
Q1 		$403K Buy
5,935
+211
+4% +$13.8K 0.02% 591
2023
Q4 		$372K Sell
5,724
-424
-7% -$26K 0.02% 569
2023
Q3 		$369K Sell
6,148
-46
-0.7% -$2.87K 0.03% 500
2023
Q2 		$388K Sell
6,194
-445
-7% -$27.9K 0.03% 496
2023
Q1 		$411K Sell
6,639
-276
-4% -$16.9K 0.03% 494
2022
Q4 		$400K Sell
6,915
-1,352
-16% -$75.4K 0.03% 471
2022
Q3 		$421K Sell
8,267
-943
-10% -$53.5K 0.04% 440
2022
Q2 		$525K Sell
9,210
-3,001
-25% -$185K 0.04% 397
2022
Q1 		$813K Sell
12,211
-578
-5% -$39.2K 0.05% 330
2021
Q4 		$907K Buy
+12,789
New +$919K 0.06% 319
2021
Q3 		– Sell
-5,694
Closed -$417K – 623
2021
Q2 		$417K Sell
5,694
-14
-0.2% -$1.02K 0.03% 482
2021
Q1 		$401K Sell
5,708
-473
-8% -$33.2K 0.04% 437
2020
Q4 		$415K Buy
6,181
+2,141
+53% +$135K 0.04% 386
2020
Q3 		$236K Buy
+4,040
New +$235K 0.02% 624
2020
Q1 		– Sell
-6,138
Closed -$380K – 314
2019
Q4 		$380K Buy
+6,138
New +$368K 0.05% 361

Other funds holding IXUS

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Waldron Private Wealth
Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Hardy Reed
Hardy Reed Tupelo, Mississippi $1.58B AUM 14.98% 1-Year Est. Return

J.W. Cole Advisors's IXUS Position: Q3 2026 in Review

J.W. Cole Advisors increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 17% in Q3 2026, buying an estimated $457K and bringing the position to 32,480 shares worth $3.09M. The position accounts for 0.05% of the portfolio, ranked #354.

J.W. Cole Advisors first reported a position in IXUS in Q4 2019 and has held it in 25 quarters since. 642 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

  • J.W. Cole Advisors held 32,480 shares of iShares Core MSCI Total International Stock ETF worth $3.09M as of Q3 2026.
  • J.W. Cole Advisors bought 4,757 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $457K.
  • iShares Core MSCI Total International Stock ETF made up 0.05% of J.W. Cole Advisors's portfolio in Q3 2026, its #354 holding.
  • J.W. Cole Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2019 and has held it in 25 quarters since.
  • 642 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on J.W. Cole Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.