JMG Financial Group’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

JMG Financial Group’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 Q1	$1.15M	Buy	13,234 +872	+7%	+$77.7K	0.03%	74
2025 Q4	$1.05M	Hold	12,362	–	–	0.03%	73
2025 Q3	$1.02M	Hold	12,362	–	–	0.03%	72
2025 Q2	$956K	Buy	12,362 +574	+5%	+$41.9K	0.03%	73
2025 Q1	$823K	Hold	11,788	–	–	0.03%	73
2024 Q4	$780K	Hold	11,788	–	–	0.03%	75
2024 Q3	$856K	Hold	11,788	–	–	0.03%	73
2024 Q2	$796K	Hold	11,788	–	–	0.03%	73
2024 Q1	$800K	Hold	11,788	–	–	0.03%	73
2023 Q4	$765K	Hold	11,788	–	–	0.03%	73
2023 Q3	$707K	Hold	11,788	–	–	0.03%	72
2023 Q2	$738K	Buy	11,788 +398	+3%	+$24.9K	0.03%	73
2023 Q1	$706K	Hold	11,390	–	–	0.04%	71
2022 Q4	$659K	Hold	11,390	–	–	0.04%	65
2022 Q3	$580K	Hold	11,390	–	–	0.04%	65
2022 Q2	$650K	Hold	11,390	–	–	0.04%	63
2022 Q1	$758K	Hold	11,390	–	–	0.04%	58
2021 Q4	$808K	Hold	11,390	–	–	0.04%	55
2021 Q3	$809K	Hold	11,390	–	–	0.05%	54
2021 Q2	$835K	Hold	11,390	–	–	0.05%	54
2021 Q1	$800K	Hold	11,390	–	–	0.05%	51
2020 Q4	$765K	Hold	11,390	–	–	0.05%	50
2020 Q3	$664K	Hold	11,390	–	–	0.05%	51
2020 Q2	$621K	Hold	11,390	–	–	0.05%	50
2020 Q1	$535K	Hold	11,390	–	–	0.06%	51
2019 Q4	$705K	Hold	11,390	–	–	0.07%	49
2019 Q3	$658K	Hold	11,390	–	–	0.07%	50
2019 Q2	$668K	Hold	11,390	–	–	0.07%	50
2019 Q1	$661K	Hold	11,390	–	–	0.08%	50
2018 Q4	$598K	Hold	11,390	–	–	0.07%	51
2018 Q3	$687K	Hold	11,390	–	–	0.07%	48
2018 Q2	$685K	Hold	11,390	–	–	0.08%	50
2018 Q1	$718K	Hold	11,390	–	–	0.08%	46
2017 Q4	$718K	Buy	+11,390	New	+$708K	0.09%	49

Other funds holding IXUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

JMG Financial Group's IXUS Position: Q1 2026 in Review

JMG Financial Group increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 7.1% in Q1 2026, buying an estimated $77.7K and bringing the position to 13,234 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #74.

JMG Financial Group first reported a position in IXUS in Q4 2017 and has held it in 34 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

JMG Financial Group held 13,234 shares of iShares Core MSCI Total International Stock ETF worth $1.15M as of Q1 2026.
JMG Financial Group bought 872 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $77.7K.
iShares Core MSCI Total International Stock ETF made up 0.03% of JMG Financial Group's portfolio in Q1 2026, its #74 holding.
JMG Financial Group first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2017 and has held it in 34 quarters since.
996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on JMG Financial Group's 13F filing for Q1 2026, filed 7 May 2026.