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LRI Investments’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

LRI Investments’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 		$27.5K Buy
288
+38
+15% +$3.57K ﹤0.01% 685
2026
Q1 		$21.7K Hold
250
– – ﹤0.01% 674
2025
Q4 		$21.2K Buy
+250
New +$21K ﹤0.01% 682

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
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

LRI Investments's IXUS Position: Q2 2026 in Review

LRI Investments increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 15% in Q2 2026, buying an estimated $3.57K and bringing the position to 288 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

LRI Investments first reported a position in IXUS in Q4 2025 and has held it in 3 quarters since. 258 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • LRI Investments held 288 shares of iShares Core MSCI Total International Stock ETF worth $27.5K as of Q2 2026.
  • LRI Investments bought 38 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $3.57K.
  • iShares Core MSCI Total International Stock ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #685 holding.
  • LRI Investments first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • 258 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.