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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Sharkey, Howes & Javer's IXUS Position: Q2 2026 in Review

Sharkey, Howes & Javer increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 1.8% in Q2 2026, buying an estimated $55.5K and bringing the position to 33,040 shares worth $3.15M. The position accounts for 0.38% of the portfolio, ranked #40.

Sharkey, Howes & Javer first reported a position in IXUS in Q2 2022 and has held it in 14 quarters since. 1,059 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Sharkey, Howes & Javer held 33,040 shares of iShares Core MSCI Total International Stock ETF worth $3.15M as of Q2 2026.
Sharkey, Howes & Javer bought 591 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $55.5K.
iShares Core MSCI Total International Stock ETF made up 0.38% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #40 holding.
Sharkey, Howes & Javer first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2022 and has held it in 14 quarters since.
1,059 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.