Silver Oak Securities
IXUS icon

Silver Oak Securities’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Silver Oak Securities’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 		$478K Buy
5,282
+76
+1% +$7.3K 0.04% 494
2026
Q2 		$497K Buy
5,206
+833
+19% +$78.3K 0.03% 474
2026
Q1 		$379K Sell
4,373
-4,563
-51% -$406K 0.03% 518
2025
Q4 		$759K Buy
8,936
+67
+0.8% +$5.62K 0.05% 348
2025
Q3 		$732K Sell
8,869
-22,916
-72% -$1.82M 0.05% 334
2025
Q2 		$2.46M Buy
31,785
+582
+2% +$42.5K 0.2% 120
2025
Q1 		$2.19M Buy
31,203
+2,118
+7% +$147K 0.2% 115
2024
Q4 		$1.92M Buy
29,085
+5,371
+23% +$373K 0.18% 126
2024
Q3 		$1.73M Buy
23,714
+9,875
+71% +$684K 0.18% 126
2024
Q2 		$935K Buy
13,839
+2,120
+18% +$144K 0.14% 142
2024
Q1 		$795K Sell
11,719
-100
-0.8% -$6.53K 0.12% 171
2023
Q4 		$767K Buy
11,819
+3,330
+39% +$204K 0.1% 208
2023
Q3 		$509K Buy
8,489
+581
+7% +$36.2K 0.11% 161
2023
Q2 		$495K Buy
7,908
+823
+12% +$51.5K 0.08% 229
2023
Q1 		$439K Buy
7,085
+927
+15% +$56.8K 0.07% 214
2022
Q4 		$356K Sell
6,158
-2,331
-27% -$130K 0.07% 205
2022
Q3 		$509K Buy
+8,489
New +$481K 0.11% 161

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

Silver Oak Securities's IXUS Position: Q3 2026 in Review

Silver Oak Securities increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 1.5% in Q3 2026, buying an estimated $7.3K and bringing the position to 5,282 shares worth $478K. The position accounts for 0.04% of the portfolio, ranked #494.

Silver Oak Securities first reported a position in IXUS in Q3 2022 and has held it in 17 quarters since. The position peaked at $2.46M in Q2 2025. 743 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

  • Silver Oak Securities held 5,282 shares of iShares Core MSCI Total International Stock ETF worth $478K as of Q3 2026.
  • Silver Oak Securities bought 76 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $7.3K.
  • iShares Core MSCI Total International Stock ETF made up 0.04% of Silver Oak Securities's portfolio in Q3 2026, its #494 holding.
  • Silver Oak Securities first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2022 and has held it in 17 quarters since.
  • Silver Oak Securities's iShares Core MSCI Total International Stock ETF position peaked at $2.46M in Q2 2025.
  • 743 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Silver Oak Securities's 13F filing for Q3 2026, filed 9 Nov 2026.