Jamison Private Wealth Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.66M Sell
17,397
-448
-3% -$42.1K 0.17% 100
2026
Q1
$1.55M Buy
17,845
+773
+5% +$68.9K 0.19% 99
2025
Q4
$1.44M Buy
17,072
+974
+6% +$81.7K 0.18% 104
2025
Q3
$1.33M Buy
16,098
+2,615
+19% +$208K 0.17% 103
2025
Q2
$1.04M Sell
13,483
-930
-6% -$67.9K 0.15% 103
2025
Q1
$1.01M Sell
14,413
-443
-3% -$30.7K 0.15% 106
2024
Q4
$983K Buy
14,856
+1,298
+10% +$90.1K 0.15% 109
2024
Q3
$985K Buy
13,558
+1,133
+9% +$78.5K 0.15% 105
2024
Q2
$839K Sell
12,425
-114
-0.9% -$7.73K 0.14% 105
2024
Q1
$851K Buy
12,539
+879
+8% +$57.4K 0.14% 107
2023
Q4
$757K Buy
11,660
+1,289
+12% +$78.9K 0.14% 105
2023
Q3
$622K Buy
+10,371
New +$647K 0.13% 110

Other funds holding IXUS

Jamison Private Wealth Management's IXUS Position: Q2 2026 in Review

Jamison Private Wealth Management reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 2.5% in Q2 2026, selling an estimated $42.1K and leaving 17,397 shares worth $1.66M. The position accounts for 0.17% of the portfolio, ranked #100.

Jamison Private Wealth Management first reported a position in IXUS in Q3 2023 and has held it in 12 quarters since. 1,052 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Jamison Private Wealth Management held 17,397 shares of iShares Core MSCI Total International Stock ETF worth $1.66M as of Q2 2026.
  • Jamison Private Wealth Management sold 448 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $42.1K.
  • iShares Core MSCI Total International Stock ETF made up 0.17% of Jamison Private Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Jamison Private Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,052 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.