Lee, Danner & Bass’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Lee, Danner & Bass’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	$290K	Buy	3,035 +135	+5%	+$12.7K	0.02%	222
2026 Q1	$251K	Hold	2,900	–	–	0.02%	224
2025 Q4	$245K	Hold	2,900	–	–	0.02%	218
2025 Q3	$239K	Hold	2,900	–	–	0.02%	217
2025 Q2	$224K	Hold	2,900	–	–	0.02%	214
2025 Q1	$202K	Hold	2,900	–	–	0.02%	215
2024 Q4	$192K	Hold	2,900	–	–	0.02%	225
2024 Q3	$211K	Buy	+2,900	New	+$201K	0.01%	210

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

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lee, Danner & Bass's IXUS Position: Q2 2026 in Review

Lee, Danner & Bass increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 4.7% in Q2 2026, buying an estimated $12.7K and bringing the position to 3,035 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #222.

Lee, Danner & Bass first reported a position in IXUS in Q3 2024 and has held it in 8 quarters since. 259 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Lee, Danner & Bass held 3,035 shares of iShares Core MSCI Total International Stock ETF worth $290K as of Q2 2026.
Lee, Danner & Bass bought 135 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $12.7K.
iShares Core MSCI Total International Stock ETF made up 0.02% of Lee, Danner & Bass's portfolio in Q2 2026, its #222 holding.
Lee, Danner & Bass first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2024 and has held it in 8 quarters since.
259 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.