Physician Wealth Advisors
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Physician Wealth Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Physician Wealth Advisors’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 		$8.05M Sell
84,798
-5,397
-6% -$518K 0.93% 24
2026
Q2 		$8.61M Buy
90,195
+53
+0.1% +$4.98K 1.03% 22
2026
Q1 		$7.81M Buy
90,142
+144
+0.2% +$12.8K 1.09% 25
2025
Q4 		$7.62M Sell
89,998
-123
-0.1% -$10.3K 1.06% 26
2025
Q3 		$7.44M Sell
90,121
-7,972
-8% -$634K 1.06% 26
2025
Q2 		$7.58M Sell
98,093
-6,914
-7% -$505K 1.19% 24
2025
Q1 		$7.33M Buy
105,007
+430
+0.4% +$29.8K 1.26% 21
2024
Q4 		$6.92M Sell
104,577
-3,999
-4% -$278K 1.17% 22
2024
Q3 		$7.69M Sell
108,576
-6,597
-6% -$457K 1.39% 20
2024
Q2 		$8.09M Sell
115,173
-2,508
-2% -$170K 1.49% 16
2024
Q1 		$7.66M Sell
117,681
-1,515
-1% -$98.9K 1.61% 17
2023
Q4 		$7.53M Sell
119,196
-5,575
-4% -$341K 1.68% 15
2023
Q3 		$7.41M Sell
124,771
-1,003
-0.8% -$62.5K 1.91% 13
2023
Q2 		$7.9M Buy
125,774
+174
+0.1% +$10.9K 1.96% 14
2023
Q1 		$7.92M Sell
125,600
-1,604
-1% -$98.2K 2.08% 14
2022
Q4 		$8.02M Buy
127,204
+3,320
+3% +$185K 2.16% 12
2022
Q3 		$6.62M Buy
123,884
+27,220
+28% +$1.54M 2.04% 12
2022
Q2 		$5.71M Buy
96,664
+214
+0.2% +$13.2K 1.65% 13
2022
Q1 		$6.13M Buy
96,450
+11,331
+13% +$769K 1.63% 14
2021
Q4 		$6.03M Buy
85,119
+5,094
+6% +$366K 1.58% 13
2021
Q3 		$5.85M Buy
80,025
+1,124
+1% +$81.9K 1.61% 14
2021
Q2 		$5.72M Buy
78,901
+16,647
+27% +$1.22M 1.64% 15
2021
Q1 		$4.48M Buy
62,254
+339
+0.5% +$23.8K 1.46% 17
2020
Q4 		$4.42M Sell
61,915
-566
-0.9% -$35.6K 1.51% 16
2020
Q3 		$3.61M Sell
62,481
-1,569
-2% -$91.4K 1.45% 18
2020
Q2 		$3.73M Buy
64,050
+1,854
+3% +$95.4K 1.51% 17
2020
Q1 		$3.03M Buy
62,196
+6,589
+12% +$372K 1.51% 20
2019
Q4 		$3.48M Sell
55,607
-6
-0% -$360 1.55% 15
2019
Q3 		$3.37M Buy
+55,613
New +$3.19M 1.65% 13

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
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
BC
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
ET
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
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

Physician Wealth Advisors's IXUS Position: Q3 2026 in Review

Physician Wealth Advisors reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 6% in Q3 2026, selling an estimated $518K and leaving 84,798 shares worth $8.05M. The position accounts for 0.93% of the portfolio, ranked #24.

Physician Wealth Advisors first reported a position in IXUS in Q3 2019 and has held it in 29 quarters since. The position peaked at $8.61M in Q2 2026. 236 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

  • Physician Wealth Advisors held 84,798 shares of iShares Core MSCI Total International Stock ETF worth $8.05M as of Q3 2026.
  • Physician Wealth Advisors sold 5,397 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $518K.
  • iShares Core MSCI Total International Stock ETF made up 0.93% of Physician Wealth Advisors's portfolio in Q3 2026, its #24 holding.
  • Physician Wealth Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2019 and has held it in 29 quarters since.
  • Physician Wealth Advisors's iShares Core MSCI Total International Stock ETF position peaked at $8.61M in Q2 2026.
  • 236 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.