Leonard Rickey Investment Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Leonard Rickey Investment Advisors’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	$4.28M	Sell	44,886 -2,287	-5%	-$215K	0.67%	24
2026 Q1	$4.09M	Buy	47,173 +568	+1%	+$50.6K	0.71%	23
2025 Q4	$3.94M	Sell	46,605 -1,095	-2%	-$91.8K	0.71%	25
2025 Q3	$3.94M	Sell	47,700 -4	-0%	-$318	0.74%	22
2025 Q2	$3.69M	Sell	47,704 -202	-0.4%	-$14.7K	0.74%	23
2025 Q1	$3.27M	Sell	47,906 -797	-2%	-$55.3K	0.7%	22
2024 Q4	$3.22M	Buy	48,703 +4,693	+11%	+$326K	0.74%	22
2024 Q3	$3.2M	Sell	44,010 -2,186	-5%	-$151K	0.73%	23
2024 Q2	$3.12M	Buy	46,196 +5,231	+13%	+$355K	0.75%	23
2024 Q1	$2.78M	Buy	40,965 +615	+2%	+$40.1K	0.72%	22
2023 Q4	$2.62M	Sell	40,350 -1,051	-3%	-$64.3K	0.78%	19
2023 Q3	$2.48M	Buy	41,401 +3,578	+9%	+$223K	0.81%	19
2023 Q2	$2.37M	Sell	37,823 -276	-0.7%	-$17.3K	0.89%	16
2023 Q1	$2.36M	Sell	38,099 -224	-0.6%	-$13.7K	0.92%	17
2022 Q4	$2.22M	Sell	38,323 -4,469	-10%	-$249K	0.94%	16
2022 Q3	$2.18M	Sell	42,792 -132	-0.3%	-$7.48K	1.02%	15
2022 Q2	$2.45M	Sell	42,924 -2,514	-6%	-$155K	1.07%	15
2022 Q1	$3.02M	Sell	45,438 -237	-0.5%	-$16.1K	1.15%	15
2021 Q4	$3.24M	Buy	45,675 +277	+0.6%	+$19.9K	1.19%	14
2021 Q3	$3.22M	Buy	45,398 +3,548	+8%	+$259K	1.35%	12
2021 Q2	$3.03M	Buy	41,850 +1,280	+3%	+$93.7K	1.31%	11
2021 Q1	$2.85M	Sell	40,570 -1,698	-4%	-$119K	1.14%	12
2020 Q4	$2.84M	Sell	42,268 -2,922	-6%	-$184K	1.29%	12
2020 Q3	$2.64M	Sell	45,190 -1,377	-3%	-$80.2K	1.65%	12
2020 Q2	$2.54M	Sell	46,567 -521	-1%	-$26.8K	1.65%	13
2020 Q1	$2.21M	Buy	47,088 +18,078	+62%	+$1.02M	1.72%	14
2019 Q4	$1.8M	Buy	29,010 +302	+1%	+$18.1K	1.08%	17
2019 Q3	$1.66M	Sell	28,708 -5,430	-16%	-$312K	1.1%	15
2019 Q2	$2M	Buy	34,138 +9,244	+37%	+$539K	1.35%	15
2019 Q1	$1.45M	Sell	24,894 -1,737	-7%	-$98.2K	1.05%	17
2018 Q4	$1.4M	Buy	+26,631	New	+$1.48M	1.15%	16

Other funds holding IXUS

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

TPW

Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

Leonard Rickey Investment Advisors's IXUS Position: Q2 2026 in Review

Leonard Rickey Investment Advisors reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 4.8% in Q2 2026, selling an estimated $215K and leaving 44,886 shares worth $4.28M. The position accounts for 0.67% of the portfolio, ranked #24.

Leonard Rickey Investment Advisors first reported a position in IXUS in Q4 2018 and has held it in 31 quarters since. 505 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Leonard Rickey Investment Advisors held 44,886 shares of iShares Core MSCI Total International Stock ETF worth $4.28M as of Q2 2026.
Leonard Rickey Investment Advisors sold 2,287 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $215K.
iShares Core MSCI Total International Stock ETF made up 0.67% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #24 holding.
Leonard Rickey Investment Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2018 and has held it in 31 quarters since.
505 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.