LVM Capital Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

LVM Capital 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	$6.05M	Buy	63,653 +550	+0.9%	+$52.8K	0.5%	41
2026 Q2	$6.02M	Buy	63,103 +1,985	+3%	+$187K	0.5%	41
2026 Q1	$5.3M	Sell	61,118 -2,047	-3%	-$182K	0.5%	41
2025 Q4	$5.35M	Buy	63,165 +2,854	+5%	+$239K	0.5%	42
2025 Q3	$4.98M	Buy	60,311 +1,875	+3%	+$149K	0.48%	42
2025 Q2	$4.52M	Sell	58,436 -1,075	-2%	-$78.5K	0.47%	44
2025 Q1	$4.15M	Sell	59,511 -4,755	-7%	-$330K	0.46%	44
2024 Q4	$4.25M	Buy	64,266 +2,646	+4%	+$184K	0.46%	42
2024 Q3	$4.16M	Hold	61,620	–	–	0.47%	42
2024 Q2	$4.16M	Buy	61,620 +3,960	+7%	+$269K	0.47%	42
2024 Q1	$3.91M	Hold	57,660	–	–	0.46%	43
2023 Q4	$3.74M	Hold	57,660	–	–	0.48%	43
2023 Q3	$3.46M	Sell	57,660 -480	-0.8%	-$29.9K	0.49%	45
2023 Q2	$3.64M	Buy	58,140 +1,260	+2%	+$78.9K	0.49%	45
2023 Q1	$3.52M	Hold	56,880	–	–	0.49%	48
2022 Q4	$3.29M	Sell	56,880 -6,515	-10%	-$364K	0.48%	47
2022 Q3	$3.23M	Buy	63,395 +5,825	+10%	+$330K	0.49%	48
2022 Q2	$3.28M	Buy	57,570 +9,755	+20%	+$601K	0.48%	48
2022 Q1	$3.18M	Hold	47,815	–	–	0.42%	48
2021 Q4	$3.39M	Buy	47,815 +4,640	+11%	+$334K	0.45%	45
2021 Q3	$3.06M	Hold	43,175	–	–	0.46%	48
2021 Q2	$3.16M	Sell	43,175 -1,285	-3%	-$94.1K	0.48%	47
2021 Q1	$3.12M	Sell	44,460 -500	-1%	-$35.1K	0.51%	45
2020 Q4	$3.02M	Sell	44,960 -2,515	-5%	-$158K	0.51%	43
2020 Q3	$2.77M	Hold	47,475	–	–	0.54%	40
2020 Q2	$2.59M	Hold	47,475	–	–	0.53%	42
2020 Q1	$2.23M	Buy	47,475 +4,490	+10%	+$254K	0.55%	39
2019 Q4	$2.66M	Buy	+42,985	New	+$2.58M	0.53%	43

Other funds holding IXUS

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

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

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 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

Tiller Private Wealth Bethlehem, Pennsylvania $320M AUM 14.86% 1-Year Est. Return

LVM Capital Management's IXUS Position: Q3 2026 in Review

LVM Capital Management increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.87% in Q3 2026, buying an estimated $52.8K and bringing the position to 63,653 shares worth $6.05M. The position accounts for 0.5% of the portfolio, ranked #41.

LVM Capital Management first reported a position in IXUS in Q4 2019 and has held it in 28 quarters since. 468 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

LVM Capital Management held 63,653 shares of iShares Core MSCI Total International Stock ETF worth $6.05M as of Q3 2026.
LVM Capital Management bought 550 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $52.8K.
iShares Core MSCI Total International Stock ETF made up 0.5% of LVM Capital Management's portfolio in Q3 2026, its #41 holding.
LVM Capital Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2019 and has held it in 28 quarters since.
468 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on LVM Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.