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

Perigon Wealth 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 Q2	$367K	Buy	3,848 +18	+0.5%	+$1.69K	0.01%	1022
2026 Q1	$332K	Buy	3,830 +126	+3%	+$11.2K	0.01%	976
2025 Q4	$313K	Buy	3,704 +119	+3%	+$9.98K	0.01%	996
2025 Q3	$296K	Hold	3,585	–	–	0.01%	970
2025 Q2	$277K	Buy	3,585 +22	+0.6%	+$1.61K	0.01%	865
2025 Q1	$249K	Hold	3,563	–	–	0.01%	883
2024 Q4	$237K	Buy	3,563 +24	+0.7%	+$1.67K	0.01%	901
2024 Q3	$257K	Buy	+3,539	New	+$245K	0.01%	848
2021 Q1	–	Sell	-818	Closed	-$55K	–	774
2020 Q4	$55K	Buy	+818	New	+$51.4K	0.01%	721
2018 Q2	–	Sell	-517	Closed	-$33K	–	435
2018 Q1	$33K	Hold	517	–	–	0.01%	369
2017 Q4	$33K	Hold	517	–	–	0.01%	343
2017 Q3	$32K	Hold	517	–	–	0.01%	395
2017 Q2	$30K	Hold	517	–	–	0.01%	422
2017 Q1	$28K	Sell	517 -1,385	-73%	-$73.8K	0.01%	436
2016 Q4	$102K	Buy	1,902 +1,753	+1,177%	+$89.1K	0.02%	288
2016 Q3	$8K	Buy	149 +83	+126%	+$4.24K	﹤0.01%	508
2016 Q2	$3K	Buy	+66	New	+$3.28K	﹤0.01%	416

Other funds holding IXUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Perigon Wealth Management's IXUS Position: Q2 2026 in Review

Perigon Wealth Management increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.47% in Q2 2026, buying an estimated $1.69K and bringing the position to 3,848 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #1022.

Perigon Wealth Management first reported a position in IXUS in Q2 2016 and has held it in 17 quarters since. 1,055 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Perigon Wealth Management held 3,848 shares of iShares Core MSCI Total International Stock ETF worth $367K as of Q2 2026.
Perigon Wealth Management bought 18 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $1.69K.
iShares Core MSCI Total International Stock ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1022 holding.
Perigon Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2016 and has held it in 17 quarters since.
1,055 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.