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

National Wealth Management 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
Q2 		$239K Sell
2,501
-308
-11% -$28.9K 0.07% 201
2026
Q1 		$243K Buy
2,809
+190
+7% +$16.9K 0.09% 187
2025
Q4 		$222K Buy
+2,619
New +$220K 0.08% 224

Other funds holding IXUS

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
ASW
Astoria Strategic Wealth Conroe, Texas $438M AUM 16.79% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

National Wealth Management Group's IXUS Position: Q2 2026 in Review

National Wealth Management Group reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 11% in Q2 2026, selling an estimated $28.9K and leaving 2,501 shares worth $239K. The position accounts for 0.07% of the portfolio, ranked #201.

National Wealth Management Group first reported a position in IXUS in Q4 2025 and has held it in 3 quarters since. The position peaked at $243K in Q1 2026. 327 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • National Wealth Management Group held 2,501 shares of iShares Core MSCI Total International Stock ETF worth $239K as of Q2 2026.
  • National Wealth Management Group sold 308 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $28.9K.
  • iShares Core MSCI Total International Stock ETF made up 0.07% of National Wealth Management Group's portfolio in Q2 2026, its #201 holding.
  • National Wealth Management Group first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • National Wealth Management Group's iShares Core MSCI Total International Stock ETF position peaked at $243K in Q1 2026.
  • 327 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.