SF
IXUS icon

Summit Financial’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Summit Financial’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
Q1 		$8.01M Buy
92,477
+2,695
+3% +$240K 0.1% 198
2025
Q4 		$7.6M Buy
89,782
+6,547
+8% +$549K 0.11% 172
2025
Q3 		$6.87M Buy
83,235
+1,432
+2% +$114K 0.1% 187
2025
Q2 		$6.32M Sell
81,803
-1,005
-1% -$73.4K 0.14% 128
2025
Q1 		$5.78M Buy
82,808
+7,912
+11% +$549K 0.16% 124
2024
Q4 		$4.95M Buy
74,896
+931
+1% +$64.6K 0.17% 108
2024
Q3 		$5.37M Sell
73,965
-335
-0.5% -$23.2K 0.21% 84
2024
Q2 		$5.02M Buy
74,300
+1,064
+1% +$72.2K 0.23% 71
2024
Q1 		$4.97M Sell
73,236
-1,264
-2% -$82.5K 0.29% 46
2023
Q4 		$4.84M Buy
74,500
+1,189
+2% +$72.8K 0.32% 47
2023
Q3 		$4.4M Buy
73,311
+327
+0.4% +$20.4K 0.32% 45
2023
Q2 		$4.57M Buy
72,984
+14,624
+25% +$915K 0.33% 43
2023
Q1 		$3.62M Buy
58,360
+2,808
+5% +$172K 0.32% 36
2022
Q4 		$3.22M Buy
55,552
+173
+0.3% +$9.65K 0.3% 36
2022
Q3 		$2.82M Buy
55,379
+9,730
+21% +$552K 0.27% 45
2022
Q2 		$2.6M Buy
45,649
+1,827
+4% +$112K 0.24% 44
2022
Q1 		$2.92M Buy
43,822
+1,020
+2% +$69.2K 0.23% 46
2021
Q4 		$3.04M Sell
42,802
-1,613
-4% -$116K 0.23% 43
2021
Q3 		$3.15M Sell
44,415
-7,792
-15% -$568K 0.27% 34
2021
Q2 		$3.83M Buy
52,207
+11,857
+29% +$868K 0.38% 25
2021
Q1 		$2.84M Buy
40,350
+8,519
+27% +$597K 0.37% 15
2020
Q4 		$2.14M Buy
31,831
+10,253
+48% +$644K 0.3% 18
2020
Q3 		$1.26M Buy
21,578
+1,593
+8% +$92.8K 0.21% 20
2020
Q2 		$1.09M Buy
19,985
+1
+0% +$51 0.19% 17
2020
Q1 		$939K Buy
19,984
+6,752
+51% +$381K 0.21% 16
2019
Q4 		$819K Buy
13,232
+10,767
+437% +$645K 0.14% 20
2019
Q3 		$410K Sell
2,465
-10,895
-82% -$625K 0.07% 20
2019
Q2 		$783K Buy
13,360
+228
+2% +$13.3K 0.13% 22
2019
Q1 		$763K Sell
13,132
-6,932
-35% -$392K 0.13% 26
2018
Q4 		$1.05M Buy
+20,064
New +$1.11M 0.2% 19

Other funds holding IXUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Summit Financial's IXUS Position: Q1 2026 in Review

Summit Financial increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 3% in Q1 2026, buying an estimated $240K and bringing the position to 92,477 shares worth $8.01M. The position accounts for 0.1% of the portfolio, ranked #198.

Summit Financial first reported a position in IXUS in Q4 2018 and has held it in 30 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Summit Financial held 92,477 shares of iShares Core MSCI Total International Stock ETF worth $8.01M as of Q1 2026.
  • Summit Financial bought 2,695 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $240K.
  • iShares Core MSCI Total International Stock ETF made up 0.1% of Summit Financial's portfolio in Q1 2026, its #198 holding.
  • Summit Financial first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2018 and has held it in 30 quarters since.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.