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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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. 1,057 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.
1,057 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.