RKL Wealth Management
IXUS icon

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

RKL 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
Q3 		$1.13M Sell
11,873
-480
-4% -$46.1K 0.09% 92
2026
Q2 		$1.18M Buy
12,353
+46
+0.4% +$4.32K 0.09% 92
2026
Q1 		$1.07M Sell
12,307
-865
-7% -$77.1K 0.1% 89
2025
Q4 		$1.11M Buy
13,172
+818
+7% +$68.6K 0.09% 88
2025
Q3 		$1.02M Sell
12,354
-23
-0.2% -$1.83K 0.09% 89
2025
Q2 		$957K Buy
12,377
+4,862
+65% +$355K 0.08% 94
2025
Q1 		$525K Buy
7,515
+1,432
+24% +$99.3K 0.05% 118
2024
Q4 		$402K Buy
+6,083
New +$422K 0.04% 139
2022
Q1 		– Sell
-2,881
Closed -$204K – 143
2021
Q4 		$204K Buy
2,881
+53
+2% +$3.81K 0.02% 125
2021
Q3 		$201K Sell
2,828
-1
-0% -$73 0.03% 123
2021
Q2 		$207K Sell
2,829
-364
-11% -$26.7K 0.03% 128
2021
Q1 		$224K Hold
3,193
– – 0.03% 124
2020
Q4 		$215K Buy
+3,193
New +$201K 0.03% 120
2020
Q1 		– Sell
-3,287
Closed -$203K – 116
2019
Q4 		$203K Buy
+3,287
New +$197K 0.04% 118
2019
Q1 		– Sell
-5,118
Closed -$269K – 129
2018
Q4 		$269K Sell
5,118
-981
-16% -$54.4K 0.06% 111
2018
Q3 		$368K Hold
6,099
– – 0.08% 110
2018
Q2 		$367K Buy
6,099
+1
+0% +$63 0.08% 112
2018
Q1 		$384K Sell
6,098
-385
-6% -$24.8K 0.09% 109
2017
Q4 		$409K Buy
6,483
+391
+6% +$24.3K 0.1% 113
2017
Q3 		$371K Buy
6,092
+710
+13% +$42.2K 0.1% 115
2017
Q2 		$309K Buy
+5,382
New +$306K 0.1% 119

Other funds holding IXUS

D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Waldron Private Wealth
Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

RKL Wealth Management's IXUS Position: Q3 2026 in Review

RKL Wealth Management reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 3.9% in Q3 2026, selling an estimated $46.1K and leaving 11,873 shares worth $1.13M. The position accounts for 0.09% of the portfolio, ranked #92.

RKL Wealth Management first reported a position in IXUS in Q2 2017 and has held it in 21 quarters since. The position peaked at $1.18M in Q2 2026. 542 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

  • RKL Wealth Management held 11,873 shares of iShares Core MSCI Total International Stock ETF worth $1.13M as of Q3 2026.
  • RKL Wealth Management sold 480 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $46.1K.
  • iShares Core MSCI Total International Stock ETF made up 0.09% of RKL Wealth Management's portfolio in Q3 2026, its #92 holding.
  • RKL Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2017 and has held it in 21 quarters since.
  • RKL Wealth Management's iShares Core MSCI Total International Stock ETF position peaked at $1.18M in Q2 2026.
  • 542 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on RKL Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.