Money Concepts Capital’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Money Concepts Capital’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	$13.1M	Buy	137,582 +2,314	+2%	+$222K	0.6%	31
2026 Q2	$12.9M	Buy	135,268 +46,918	+53%	+$4.41M	0.6%	28
2026 Q1	$7.65M	Sell	88,350 -191	-0.2%	-$17K	0.42%	50
2025 Q4	$7.49M	Buy	88,541 +878	+1%	+$73.6K	0.42%	46
2025 Q3	$7.24M	Buy	87,663 +1,006	+1%	+$80K	0.45%	42
2025 Q2	$6.7M	Buy	+86,657	New	+$6.33M	0.45%	47
2023 Q1	–	Sell	-1,502	Closed	-$86.9K	–	1740
2022 Q4	$86.9K	Buy	1,502 +375	+33%	+$20.9K	﹤0.01%	1024
2022 Q3	$57K	Buy	1,127 +907	+412%	+$51.4K	﹤0.01%	692
2022 Q2	$13K	Sell	220 -487	-69%	-$30K	﹤0.01%	977
2022 Q1	$47K	Buy	707 +487	+221%	+$33K	﹤0.01%	1263
2021 Q4	$16K	Buy	+220	New	+$15.8K	﹤0.01%	657
2021 Q1	$15K	Hold	220	–	–	﹤0.01%	635
2020 Q4	$15K	Buy	+220	New	+$13.8K	﹤0.01%	583

Other funds holding IXUS

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return

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

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 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

Hardy Reed Tupelo, Mississippi $1.58B AUM 14.98% 1-Year Est. Return

Money Concepts Capital's IXUS Position: Q3 2026 in Review

Money Concepts Capital increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 1.7% in Q3 2026, buying an estimated $222K and bringing the position to 137,582 shares worth $13.1M. The position accounts for 0.6% of the portfolio, ranked #31.

Money Concepts Capital first reported a position in IXUS in Q4 2020 and has held it in 13 quarters since. 642 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

Money Concepts Capital held 137,582 shares of iShares Core MSCI Total International Stock ETF worth $13.1M as of Q3 2026.
Money Concepts Capital bought 2,314 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $222K.
iShares Core MSCI Total International Stock ETF made up 0.6% of Money Concepts Capital's portfolio in Q3 2026, its #31 holding.
Money Concepts Capital first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2020 and has held it in 13 quarters since.
642 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Money Concepts Capital's 13F filing for Q3 2026, filed 6 Nov 2026.