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 Q3	$1.99M	Buy	20,995 +814	+4%	+$78.1K	0.52%	17
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%	+$9.8K	0.49%	17
2025 Q2	$1.39M	Buy	+17,924	New	+$1.31M	0.5%	16

Other funds holding IXUS

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Standpoint Asset Management Scottsdale, Arizona $514M AUM 14.59% 1-Year Est. Return

Luminvest Wealth Management's IXUS Position: Q3 2026 in Review

Luminvest Wealth Management increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 4% in Q3 2026, buying an estimated $78.1K and bringing the position to 20,995 shares worth $1.99M. The position accounts for 0.52% of the portfolio, ranked #17.

Luminvest Wealth Management first reported a position in IXUS in Q2 2025 and has held it in 6 quarters since. 333 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

Luminvest Wealth Management held 20,995 shares of iShares Core MSCI Total International Stock ETF worth $1.99M as of Q3 2026.
Luminvest Wealth Management bought 814 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $78.1K.
iShares Core MSCI Total International Stock ETF made up 0.52% of Luminvest Wealth Management's portfolio in Q3 2026, its #17 holding.
Luminvest Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2025 and has held it in 6 quarters since.
333 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Luminvest Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.