SHJ
IXUS icon

Sharkey, Howes & Javer’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Sharkey, Howes & Javer’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 		$3.15M Buy
33,040
+591
+2% +$55.5K 0.38% 40
2026
Q1 		$2.81M Buy
32,449
+590
+2% +$52.6K 0.38% 42
2025
Q4 		$2.7M Buy
31,859
+28,018
+729% +$2.35M 0.34% 48
2025
Q3 		$317K Buy
+3,841
New +$305K 0.04% 133
2024
Q4 		– Sell
-4,775
Closed -$347K – 149
2024
Q3 		$347K Sell
4,775
-1,302
-21% -$90.2K 0.05% 116
2024
Q2 		$411K Hold
6,077
– – 0.07% 86
2024
Q1 		$412K Sell
6,077
-431
-7% -$28.1K 0.07% 90
2023
Q4 		$423K Hold
6,508
– – 0.07% 84
2023
Q3 		$390K Hold
6,508
– – 0.07% 85
2023
Q2 		$408K Sell
6,508
-3,046
-32% -$191K 0.08% 75
2023
Q1 		$592K Hold
9,554
– – 0.13% 66
2022
Q4 		$553K Sell
9,554
-310
-3% -$17.3K 0.13% 68
2022
Q3 		$502K Hold
9,864
– – 0.11% 75
2022
Q2 		$563K Buy
+9,864
New +$607K 0.14% 58

Other funds holding IXUS

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
FD
Financial Designs Claremont, California $187M AUM 14.59% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return