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

JGP Wealth Management’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 		$15.2M Buy
159,849
+136,131
+574% +$13.1M 1.34% 16
2026
Q2 		$2.26M Buy
23,718
+1,028
+5% +$96.6K 0.2% 66
2026
Q1 		$1.97M Sell
22,690
-4,358
-16% -$388K 0.2% 71
2025
Q4 		$2.29M Buy
27,048
+7,241
+37% +$607K 0.24% 67
2025
Q3 		$1.65M Buy
19,807
+10,252
+107% +$815K 0.18% 75
2025
Q2 		$739K Buy
9,555
+1,594
+20% +$116K 0.09% 114
2025
Q1 		$556K Sell
7,961
-11
-0.1% -$763 0.07% 116
2024
Q4 		$527K Buy
7,972
+2,360
+42% +$164K 0.07% 124
2024
Q3 		$408K Buy
5,612
+822
+17% +$56.9K 0.05% 137
2024
Q2 		$324K Buy
+4,790
New +$325K 0.05% 142
2019
Q2 		– Sell
-8,933
Closed -$519K – 129
2019
Q1 		$519K Buy
8,933
+2,533
+40% +$143K 0.2% 86
2018
Q4 		$336K Buy
+6,400
New +$355K 0.14% 93

Other funds holding IXUS

Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Tiller Private Wealth
Tiller Private Wealth Bethlehem, Pennsylvania $320M AUM 14.86% 1-Year Est. Return
Chesley Taft & Associates
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
Bricktown Capital
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return

JGP Wealth Management's IXUS Position: Q3 2026 in Review

JGP Wealth Management increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 574% in Q3 2026, buying an estimated $13.1M and bringing the position to 159,849 shares worth $15.2M. The position accounts for 1.34% of the portfolio, ranked #16.

JGP Wealth Management first reported a position in IXUS in Q4 2018 and has held it in 12 quarters since. 376 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

  • JGP Wealth Management held 159,849 shares of iShares Core MSCI Total International Stock ETF worth $15.2M as of Q3 2026.
  • JGP Wealth Management bought 136,131 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $13.1M.
  • iShares Core MSCI Total International Stock ETF made up 1.34% of JGP Wealth Management's portfolio in Q3 2026, its #16 holding.
  • JGP Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2018 and has held it in 12 quarters since.
  • 376 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.