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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.17M Buy
33,162
+2,383
+8% +$224K 1.16% 20
2026
Q1
$2.67M Buy
30,779
+4,451
+17% +$396K 1.15% 23
2025
Q4
$2.23M Buy
26,328
+3,995
+18% +$335K 1.01% 23
2025
Q3
$1.84M Sell
22,333
-214
-0.9% -$17K 0.82% 25
2025
Q2
$1.74M Buy
22,547
+1,989
+10% +$145K 0.8% 26
2025
Q1
$1.44M Buy
20,558
+2,782
+16% +$193K 0.72% 28
2024
Q4
$1.18M Buy
17,776
+2,108
+13% +$146K 0.61% 32
2024
Q3
$1.14M Buy
15,668
+573
+4% +$39.7K 0.63% 31
2024
Q2
$1.02M Buy
15,095
+407
+3% +$27.6K 0.61% 31
2024
Q1
$997K Buy
14,688
+6,363
+76% +$415K 0.65% 30
2023
Q4
$541K Buy
+8,325
New +$510K 0.39% 53

Other funds holding IXUS

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

Lakeridge Wealth Management increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 7.7% in Q2 2026, buying an estimated $224K and bringing the position to 33,162 shares worth $3.17M. The position accounts for 1.16% of the portfolio, ranked #20.

Lakeridge Wealth Management first reported a position in IXUS in Q4 2023 and has held it in 11 quarters since. 1,055 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Lakeridge Wealth Management held 33,162 shares of iShares Core MSCI Total International Stock ETF worth $3.17M as of Q2 2026.
  • Lakeridge Wealth Management bought 2,383 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $224K.
  • iShares Core MSCI Total International Stock ETF made up 1.16% of Lakeridge Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Lakeridge Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,055 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.