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Legacy Wealth Management (Tennessee)’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Legacy Wealth Management (Tennessee)’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 		$69.5M Sell
728,716
-11,098
-2% -$1.04M 3.64% 8
2026
Q1 		$64.1M Sell
739,814
-13,587
-2% -$1.21M 3.74% 9
2025
Q4 		$63.8M Sell
753,401
-10,712
-1% -$898K 3.67% 9
2025
Q3 		$63.1M Sell
764,113
-9,225
-1% -$733K 3.72% 9
2025
Q2 		$59.8M Sell
773,338
-7,811
-1% -$570K 3.72% 9
2025
Q1 		$54.5M Sell
781,149
-813
-0.1% -$56.4K 3.63% 9
2024
Q4 		$51.7M Buy
781,962
+24,608
+3% +$1.71M 3.32% 11
2024
Q3 		$55M Buy
+757,354
New +$52.4M 3.56% 10
2024
Q2 		– Sell
-3,087
Closed -$209K – 24
2024
Q1 		$209K Sell
3,087
-209
-6% -$13.6K 0.02% 24
2023
Q4 		$214K Buy
+3,296
New +$202K 0.02% 22
2019
Q1 		– Sell
-17,970
Closed -$944K – 14
2018
Q4 		$944K Buy
+17,970
New +$997K 0.21% 17
2017
Q1 		– Sell
-965
Closed -$48.7K – 44
2016
Q4 		$48.7K Buy
+965
New +$49K 0.01% 28
2015
Q1 		– Sell
-535,746
Closed -$28.5M – 8
2014
Q4 		$28.5M Sell
535,746
-103,929
-16% -$5.68M 10.23% 2
2014
Q3 		$36M Sell
639,675
-7,644
-1% -$450K 17.44% 2
2014
Q2 		$38.6M Sell
647,319
-20,053
-3% -$1.18M 18.16% 2
2014
Q1 		$38.6M Buy
667,372
+476,878
+250% +$26.9M 18.75% 2
2013
Q4 		$11M Buy
+190,494
New +$10.7M 5.58% 5

Other funds holding IXUS

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
BC
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Magnolia Wealth Management Dothan, Alabama $191M AUM 17.58% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s IXUS Position: Q2 2026 in Review

Legacy Wealth Management (Tennessee) reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 1.5% in Q2 2026, selling an estimated $1.04M and leaving 728,716 shares worth $69.5M. The position accounts for 3.64% of the portfolio, ranked #8.

Legacy Wealth Management (Tennessee) first reported a position in IXUS in Q4 2013 and has held it in 17 quarters since. 204 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Legacy Wealth Management (Tennessee) held 728,716 shares of iShares Core MSCI Total International Stock ETF worth $69.5M as of Q2 2026.
  • Legacy Wealth Management (Tennessee) sold 11,098 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $1.04M.
  • iShares Core MSCI Total International Stock ETF made up 3.64% of Legacy Wealth Management (Tennessee)'s portfolio in Q2 2026, its #8 holding.
  • Legacy Wealth Management (Tennessee) first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2013 and has held it in 17 quarters since.
  • 204 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2026, filed 9 Jul 2026.