Summit Investment Advisory Services’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Summit Investment Advisory Services’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	$333K	Hold	3,848	–	–	0.12%	55
2025 Q4	$326K	Hold	3,848	–	–	0.12%	54
2025 Q3	$318K	Sell	3,848 -100	-3%	-$7.95K	0.13%	53
2025 Q2	$305K	Sell	3,948 -78	-2%	-$5.7K	0.13%	50
2025 Q1	$281K	Hold	4,026	–	–	0.14%	54
2024 Q4	$266K	Hold	4,026	–	–	0.14%	57
2024 Q3	$292K	Buy	+4,026	New	+$279K	0.16%	54
2024 Q2	–	Sell	-3,818	Closed	-$259K	–	72
2024 Q1	$259K	Hold	3,818	–	–	0.15%	54
2023 Q4	$248K	Buy	+3,818	New	+$234K	0.16%	51

Other funds holding IXUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Summit Investment Advisory Services's IXUS Position: Q1 2026 in Review

Summit Investment Advisory Services held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q1 2026 at 3,848 shares worth $333K. The position accounts for 0.12% of the portfolio, ranked #55.

Summit Investment Advisory Services first reported a position in IXUS in Q4 2023 and has held it in 9 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

Summit Investment Advisory Services held 3,848 shares of iShares Core MSCI Total International Stock ETF worth $333K as of Q1 2026.
Summit Investment Advisory Services left its iShares Core MSCI Total International Stock ETF share count unchanged in Q1 2026.
iShares Core MSCI Total International Stock ETF made up 0.12% of Summit Investment Advisory Services's portfolio in Q1 2026, its #55 holding.
Summit Investment Advisory Services first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2023 and has held it in 9 quarters since.
996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.