SteelPeak Wealth
IXUS icon

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

SteelPeak Wealth’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 		$3.93M Sell
41,373
-7,045
-15% -$676K 0.1% 161
2026
Q2 		$4.62M Buy
48,418
+5,786
+14% +$544K 0.12% 134
2026
Q1 		$3.69M Buy
+42,632
New +$3.8M 0.11% 141

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
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
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 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
Hardy Reed
Hardy Reed Tupelo, Mississippi $1.58B AUM 14.98% 1-Year Est. Return

SteelPeak Wealth's IXUS Position: Q3 2026 in Review

SteelPeak Wealth reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 15% in Q3 2026, selling an estimated $676K and leaving 41,373 shares worth $3.93M. The position accounts for 0.1% of the portfolio, ranked #161.

SteelPeak Wealth first reported a position in IXUS in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.62M in Q2 2026. 667 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

  • SteelPeak Wealth held 41,373 shares of iShares Core MSCI Total International Stock ETF worth $3.93M as of Q3 2026.
  • SteelPeak Wealth sold 7,045 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $676K.
  • iShares Core MSCI Total International Stock ETF made up 0.1% of SteelPeak Wealth's portfolio in Q3 2026, its #161 holding.
  • SteelPeak Wealth first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2026 and has held it in 3 quarters since.
  • SteelPeak Wealth's iShares Core MSCI Total International Stock ETF position peaked at $4.62M in Q2 2026.
  • 667 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

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