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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
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

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
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
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
MWM
Magnolia Wealth Management Dothan, Alabama $191M AUM 17.58% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

JGP Wealth Management's IXUS Position: Q2 2026 in Review

JGP Wealth Management increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 4.5% in Q2 2026, buying an estimated $96.6K and bringing the position to 23,718 shares worth $2.26M. The position accounts for 0.2% of the portfolio, ranked #66.

JGP Wealth Management first reported a position in IXUS in Q4 2018 and has held it in 11 quarters since. The position peaked at $2.29M in Q4 2025. 225 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • JGP Wealth Management held 23,718 shares of iShares Core MSCI Total International Stock ETF worth $2.26M as of Q2 2026.
  • JGP Wealth Management bought 1,028 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $96.6K.
  • iShares Core MSCI Total International Stock ETF made up 0.2% of JGP Wealth Management's portfolio in Q2 2026, its #66 holding.
  • JGP Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2018 and has held it in 11 quarters since.
  • JGP Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $2.29M in Q4 2025.
  • 225 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.