Mather Group’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Mather Group’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	$3.26M	Sell	34,281 -69	-0.2%	-$6.62K	0.03%	214
2026 Q2	$3.28M	Hold	34,350	–	–	0.03%	205
2026 Q1	$2.98M	Hold	34,350	–	–	0.03%	182
2025 Q4	$2.91M	Hold	34,350	–	–	0.03%	165
2025 Q3	$2.84M	Hold	34,350	–	–	0.03%	165
2025 Q2	$2.66M	Hold	34,350	–	–	0.03%	166
2025 Q1	$2.4M	Sell	34,350 -34	-0.1%	-$2.36K	0.03%	168
2024 Q4	$2.27M	Buy	34,384 +4,566	+15%	+$317K	0.03%	155
2024 Q3	$2.17M	Sell	29,818 -5,610	-16%	-$389K	0.03%	161
2024 Q2	$2.4M	Buy	35,428 +259	+0.7%	+$17.6K	0.03%	165
2024 Q1	$2.28M	Hold	35,169	–	–	0.04%	151
2023 Q4	$2.28M	Hold	35,169	–	–	0.04%	155
2023 Q3	$2.11M	Sell	35,169 -10	-0%	-$624	0.04%	151
2023 Q2	$2.2M	Sell	35,179 -539	-2%	-$33.7K	0.04%	155
2023 Q1	$2.21M	Buy	35,718 +808	+2%	+$49.5K	0.04%	142
2022 Q4	$2.02M	Sell	34,910 -15,831	-31%	-$883K	0.04%	141
2022 Q3	$2.58M	Sell	50,741 -12,223	-19%	-$693K	0.06%	114
2022 Q2	$3.59M	Buy	+62,964	New	+$3.88M	0.08%	87

Other funds holding IXUS

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

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 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

SAM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MWM

Magnolia Wealth Management Dothan, Alabama $191M AUM 9.47% 1-Year Est. Return

MCM

MontVue Capital Management Lynchburg, Virginia $171M AUM 16.62% 1-Year Est. Return

Mather Group's IXUS Position: Q3 2026 in Review

Mather Group reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.2% in Q3 2026, selling an estimated $6.62K and leaving 34,281 shares worth $3.26M. The position accounts for 0.03% of the portfolio, ranked #214.

Mather Group first reported a position in IXUS in Q2 2022 and has held it in 18 quarters since. The position peaked at $3.59M in Q2 2022. 211 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

Mather Group held 34,281 shares of iShares Core MSCI Total International Stock ETF worth $3.26M as of Q3 2026.
Mather Group sold 69 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $6.62K.
iShares Core MSCI Total International Stock ETF made up 0.03% of Mather Group's portfolio in Q3 2026, its #214 holding.
Mather Group first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2022 and has held it in 18 quarters since.
Mather Group's iShares Core MSCI Total International Stock ETF position peaked at $3.59M in Q2 2022.
211 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.