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

Luminvest 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 Q2	$1.93M	Sell	20,181 -320	-2%	-$30.1K	0.45%	19
2026 Q1	$1.78M	Buy	20,501 +385	+2%	+$34.3K	0.46%	20
2025 Q4	$1.7M	Buy	20,116 +2,069	+11%	+$173K	0.47%	17
2025 Q3	$1.49M	Buy	18,047 +123	+0.7%	+$9.78K	0.49%	17
2025 Q2	$1.39M	Buy	+17,924	New	+$1.31M	0.5%	16

Other funds holding IXUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DADC

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Luminvest Wealth Management's IXUS Position: Q2 2026 in Review

Luminvest Wealth Management reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 1.6% in Q2 2026, selling an estimated $30.1K and leaving 20,181 shares worth $1.93M. The position accounts for 0.45% of the portfolio, ranked #19.

Luminvest Wealth Management first reported a position in IXUS in Q2 2025 and has held it in 5 quarters since. 1,056 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Luminvest Wealth Management held 20,181 shares of iShares Core MSCI Total International Stock ETF worth $1.93M as of Q2 2026.
Luminvest Wealth Management sold 320 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $30.1K.
iShares Core MSCI Total International Stock ETF made up 0.45% of Luminvest Wealth Management's portfolio in Q2 2026, its #19 holding.
Luminvest Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2025 and has held it in 5 quarters since.
1,056 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Luminvest Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.