Klingman & Associates
IXUS icon

Klingman & Associates’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Klingman & Associates’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 		$2.74M Sell
28,872
-612
-2% -$58.8K 0.11% 77
2026
Q2 		$2.81M Sell
29,484
-435
-1% -$40.9K 0.12% 75
2026
Q1 		$2.59M Sell
29,919
-67
-0.2% -$5.97K 0.12% 71
2025
Q4 		$2.54M Buy
29,986
+41
+0.1% +$3.44K 0.12% 73
2025
Q3 		$2.47M Buy
29,945
+1,165
+4% +$92.6K 0.12% 70
2025
Q2 		$2.22M Buy
28,780
+905
+3% +$66.1K 0.12% 71
2025
Q1 		$1.95M Sell
27,875
-360
-1% -$25K 0.12% 74
2024
Q4 		$1.87M Buy
28,235
+418
+2% +$29K 0.11% 77
2024
Q3 		$2.02M Sell
27,817
-373
-1% -$25.8K 0.13% 71
2024
Q2 		$1.9M Sell
28,190
-342
-1% -$23.2K 0.13% 71
2024
Q1 		$1.94M Buy
28,532
+643
+2% +$42K 0.13% 69
2023
Q4 		$1.81M Buy
27,889
+373
+1% +$22.8K 0.13% 68
2023
Q3 		$1.65M Buy
27,516
+8,080
+42% +$504K 0.13% 69
2023
Q2 		$1.22M Hold
19,436
– – 0.1% 77
2023
Q1 		$1.2M Buy
19,436
+63
+0.3% +$3.86K 0.1% 74
2022
Q4 		$1.12M Sell
19,373
-1,553
-7% -$86.7K 0.1% 74
2022
Q3 		$1.07M Buy
20,926
+3,453
+20% +$196K 0.1% 74
2022
Q2 		$996K Buy
17,473
+2,504
+17% +$154K 0.1% 75
2022
Q1 		$997K Buy
14,969
+240
+2% +$16.3K 0.08% 74
2021
Q4 		$1.04M Buy
14,729
+110
+0.8% +$7.91K 0.09% 69
2021
Q3 		$1.04M Buy
14,619
+220
+2% +$16K 0.1% 68
2021
Q2 		$1.06M Buy
14,399
+643
+5% +$47.1K 0.1% 65
2021
Q1 		$967K Buy
13,756
+74
+0.5% +$5.19K 0.1% 62
2020
Q4 		$919K Buy
13,682
+258
+2% +$16.2K 0.11% 59
2020
Q3 		$783K Hold
13,424
– – 0.11% 56
2020
Q2 		$732K Hold
13,424
– – 0.11% 59
2020
Q1 		$631K Buy
+13,424
New +$758K 0.13% 65

Other funds holding IXUS

Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 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
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Standpoint Asset Management
Standpoint Asset Management Scottsdale, Arizona $514M AUM 14.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Magnolia Wealth Management
Magnolia Wealth Management Dothan, Alabama $191M AUM 9.47% 1-Year Est. Return

Klingman & Associates's IXUS Position: Q3 2026 in Review

Klingman & Associates reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 2.1% in Q3 2026, selling an estimated $58.8K and leaving 28,872 shares worth $2.74M. The position accounts for 0.11% of the portfolio, ranked #77.

Klingman & Associates first reported a position in IXUS in Q1 2020 and has held it in 27 quarters since. The position peaked at $2.81M in Q2 2026. 270 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

  • Klingman & Associates held 28,872 shares of iShares Core MSCI Total International Stock ETF worth $2.74M as of Q3 2026.
  • Klingman & Associates sold 612 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $58.8K.
  • iShares Core MSCI Total International Stock ETF made up 0.11% of Klingman & Associates's portfolio in Q3 2026, its #77 holding.
  • Klingman & Associates first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2020 and has held it in 27 quarters since.
  • Klingman & Associates's iShares Core MSCI Total International Stock ETF position peaked at $2.81M in Q2 2026.
  • 270 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.