Sage Mountain Advisors
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Sage Mountain Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Sage Mountain 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 		$428K Hold
4,506
– – 0.03% 151
2026
Q2 		$430K Sell
4,506
-550
-11% -$51.7K 0.03% 151
2026
Q1 		$438K Buy
5,056
+807
+19% +$71.9K 0.03% 145
2025
Q4 		$360K Hold
4,249
– – 0.02% 350
2025
Q3 		$351K Hold
4,249
– – 0.02% 345
2025
Q2 		$328K Sell
4,249
-265
-6% -$19.3K 0.02% 309
2025
Q1 		$315K Hold
4,514
– – 0.02% 296
2024
Q4 		$299K Hold
4,514
– – 0.02% 298
2024
Q3 		$328K Hold
4,514
– – 0.03% 272
2024
Q2 		$305K Hold
4,514
– – 0.03% 248
2024
Q1 		$306K Hold
4,514
– – 0.03% 236
2023
Q4 		$293K Sell
4,514
-3,261
-42% -$200K 0.03% 209
2023
Q3 		$466K Hold
7,775
– – 0.06% 120
2023
Q2 		$487K Sell
7,775
-1,276
-14% -$79.9K 0.07% 115
2023
Q1 		$561K Hold
9,051
– – 0.09% 91
2022
Q4 		$524K Buy
+9,051
New +$505K 0.12% 69

Other funds holding IXUS

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Amica Mutual Insurance
Amica Mutual Insurance Providence, Rhode Island $1.21B AUM 20.46% 1-Year Est. Return
Waldron Private Wealth
Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Sage Mountain Advisors's IXUS Position: Q3 2026 in Review

Sage Mountain Advisors held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q3 2026 at 4,506 shares worth $428K. The position accounts for 0.03% of the portfolio, ranked #151.

Sage Mountain Advisors first reported a position in IXUS in Q4 2022 and has held it in 16 quarters since. The position peaked at $561K in Q1 2023. 729 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

  • Sage Mountain Advisors held 4,506 shares of iShares Core MSCI Total International Stock ETF worth $428K as of Q3 2026.
  • Sage Mountain Advisors left its iShares Core MSCI Total International Stock ETF share count unchanged in Q3 2026.
  • iShares Core MSCI Total International Stock ETF made up 0.03% of Sage Mountain Advisors's portfolio in Q3 2026, its #151 holding.
  • Sage Mountain Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2022 and has held it in 16 quarters since.
  • Sage Mountain Advisors's iShares Core MSCI Total International Stock ETF position peaked at $561K in Q1 2023.
  • 729 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Sage Mountain Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.