Obermeyer Wealth Partners
IXUS icon

Obermeyer Wealth Partners’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Obermeyer Wealth Partners’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 		$484K Hold
5,092
– – 0.02% 178
2026
Q2 		$486K Hold
5,092
– – 0.02% 176
2026
Q1 		$441K Buy
5,092
+1,771
+53% +$158K 0.02% 188
2025
Q4 		$281K Sell
3,321
-142
-4% -$11.9K 0.01% 248
2025
Q3 		$286K Buy
3,463
+150
+5% +$11.9K 0.01% 241
2025
Q2 		$256K Buy
3,313
+24
+0.7% +$1.75K 0.01% 239
2025
Q1 		$230K Buy
3,289
+16
+0.5% +$1.11K 0.01% 238
2024
Q4 		$216K Hold
3,273
– – 0.01% 242
2024
Q3 		$238K Hold
3,273
– – 0.01% 227
2024
Q2 		$221K Buy
3,273
+173
+6% +$11.7K 0.01% 226
2024
Q1 		$210K Hold
3,100
– – 0.01% 239
2023
Q4 		$201K Buy
+3,100
New +$190K 0.01% 210

Other funds holding IXUS

Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Chesley Taft & Associates
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
Bricktown Capital
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Standpoint Asset Management
Standpoint Asset Management Scottsdale, Arizona $514M AUM 14.59% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

Obermeyer Wealth Partners's IXUS Position: Q3 2026 in Review

Obermeyer Wealth Partners held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q3 2026 at 5,092 shares worth $484K. The position accounts for 0.02% of the portfolio, ranked #178.

Obermeyer Wealth Partners first reported a position in IXUS in Q4 2023 and has held it in 12 quarters since. The position peaked at $486K in Q2 2026. 302 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

  • Obermeyer Wealth Partners held 5,092 shares of iShares Core MSCI Total International Stock ETF worth $484K as of Q3 2026.
  • Obermeyer Wealth Partners left its iShares Core MSCI Total International Stock ETF share count unchanged in Q3 2026.
  • iShares Core MSCI Total International Stock ETF made up 0.02% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #178 holding.
  • Obermeyer Wealth Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2023 and has held it in 12 quarters since.
  • Obermeyer Wealth Partners's iShares Core MSCI Total International Stock ETF position peaked at $486K in Q2 2026.
  • 302 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.