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

Portside Wealth 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
Q3 		$647K Buy
6,816
+1,334
+24% +$128K 0.07% 258
2026
Q2 		$523K Sell
5,482
-14
-0.3% -$1.32K 0.06% 293
2026
Q1 		$476K Buy
+5,496
New +$490K 0.06% 266

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

Portside Wealth Group's IXUS Position: Q3 2026 in Review

Portside Wealth Group increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 24% in Q3 2026, buying an estimated $128K and bringing the position to 6,816 shares worth $647K. The position accounts for 0.07% of the portfolio, ranked #258.

Portside Wealth Group first reported a position in IXUS in Q1 2026 and has held it in 3 quarters since. 302 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

  • Portside Wealth Group held 6,816 shares of iShares Core MSCI Total International Stock ETF worth $647K as of Q3 2026.
  • Portside Wealth Group bought 1,334 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $128K.
  • iShares Core MSCI Total International Stock ETF made up 0.07% of Portside Wealth Group's portfolio in Q3 2026, its #258 holding.
  • Portside Wealth Group first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2026 and has held it in 3 quarters since.
  • 302 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

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