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 Q3	$395K	Buy	4,155 +307	+8%	+$29.5K	0.1%	60
2026 Q2	$367K	Hold	3,848	–	–	0.09%	61
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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Summit Investment Advisory Services's IXUS Position: Q3 2026 in Review

Summit Investment Advisory Services increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 8% in Q3 2026, buying an estimated $29.5K and bringing the position to 4,155 shares worth $395K. The position accounts for 0.1% of the portfolio, ranked #60.

Summit Investment Advisory Services first reported a position in IXUS in Q4 2023 and has held it in 11 quarters since. 509 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

Summit Investment Advisory Services held 4,155 shares of iShares Core MSCI Total International Stock ETF worth $395K as of Q3 2026.
Summit Investment Advisory Services bought 307 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $29.5K.
iShares Core MSCI Total International Stock ETF made up 0.1% of Summit Investment Advisory Services's portfolio in Q3 2026, its #60 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 11 quarters since.
509 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Summit Investment Advisory Services's 13F filing for Q3 2026, filed 3 Nov 2026.