LWM
IXUS icon

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

LJI Wealth Management’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
Q1 		$986K Sell
11,377
-3,731
-25% -$332K 0.16% 57
2025
Q4 		$1.28M Buy
15,108
+6,712
+80% +$563K 0.19% 56
2025
Q3 		$693K Sell
8,396
-4,700
-36% -$374K 0.12% 63
2025
Q2 		$1.01M Buy
13,096
+1,076
+9% +$78.6K 0.18% 57
2025
Q1 		$839K Buy
12,020
+735
+7% +$51K 0.17% 56
2024
Q4 		$746K Sell
11,285
-1,772
-14% -$123K 0.15% 63
2024
Q3 		$948K Sell
13,057
-830
-6% -$57.5K 0.19% 56
2024
Q2 		$938K Buy
13,887
+1,782
+15% +$121K 0.21% 56
2024
Q1 		$821K Buy
12,105
+807
+7% +$52.7K 0.21% 48
2023
Q4 		$734K Buy
11,298
+1,874
+20% +$115K 0.19% 63
2023
Q3 		$565K Sell
9,424
-180,700
-95% -$11.3M 0.16% 71
2023
Q2 		$692K Buy
190,124
+182,825
+2,505% +$11.4M 0.2% 57
2023
Q1 		$452K Sell
7,299
-183
-2% -$11.2K 0.14% 79
2022
Q4 		$433K Buy
+7,482
New +$417K 0.15% 76

Other funds holding IXUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LJI Wealth Management's IXUS Position: Q1 2026 in Review

LJI Wealth Management reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 25% in Q1 2026, selling an estimated $332K and leaving 11,377 shares worth $986K. The position accounts for 0.16% of the portfolio, ranked #57.

LJI Wealth Management first reported a position in IXUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.28M in Q4 2025. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • LJI Wealth Management held 11,377 shares of iShares Core MSCI Total International Stock ETF worth $986K as of Q1 2026.
  • LJI Wealth Management sold 3,731 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $332K.
  • iShares Core MSCI Total International Stock ETF made up 0.16% of LJI Wealth Management's portfolio in Q1 2026, its #57 holding.
  • LJI Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and has held it in 14 quarters since.
  • LJI Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $1.28M in Q4 2025.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.