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

Summit Wealth Group’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 		$475K Hold
5,482
– – 0.11% 79
2025
Q4 		$464K Hold
5,482
– – 0.11% 76
2025
Q3 		$453K Sell
5,482
-696
-11% -$55.3K 0.11% 71
2025
Q2 		$478K Sell
6,178
-1,208
-16% -$88.2K 0.12% 62
2025
Q1 		$516K Sell
7,386
-1,340
-15% -$92.9K 0.15% 57
2024
Q4 		$577K Buy
8,726
+559
+7% +$38.8K 0.17% 52
2024
Q3 		$593K Hold
8,167
– – 0.17% 52
2024
Q2 		$552K Sell
8,167
-350
-4% -$23.7K 0.17% 51
2024
Q1 		$578K Hold
8,517
– – 0.39% 25
2023
Q4 		$553K Sell
8,517
-1,647
-16% -$101K 0.43% 23
2023
Q3 		$610K Hold
10,164
– – 0.54% 22
2023
Q2 		$636K Sell
10,164
-642,870
-98% -$40.2M 0.26% 41
2023
Q1 		$11K Buy
653,034
+617,275
+1,726% +$37.8M 0.26% 38
2022
Q4 		$2.07M Buy
+35,759
New +$2M 2.18% 14
2022
Q1 		– Sell
-3,857
Closed -$274K – 32
2021
Q4 		$274K Sell
3,857
-409
-10% -$29.4K 0.31% 22
2021
Q3 		$303K Sell
4,266
-967
-18% -$70.5K 0.48% 31
2021
Q2 		$384K Buy
5,233
+4,703
+887% +$344K 0.57% 16
2021
Q1 		$37K Buy
+530
New +$37.2K 0.06% 55

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 Wealth Group's IXUS Position: Q1 2026 in Review

Summit Wealth Group held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q1 2026 at 5,482 shares worth $475K. The position accounts for 0.11% of the portfolio, ranked #79.

Summit Wealth Group first reported a position in IXUS in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.07M in Q4 2022. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • Summit Wealth Group held 5,482 shares of iShares Core MSCI Total International Stock ETF worth $475K as of Q1 2026.
  • Summit Wealth Group left its iShares Core MSCI Total International Stock ETF share count unchanged in Q1 2026.
  • iShares Core MSCI Total International Stock ETF made up 0.11% of Summit Wealth Group's portfolio in Q1 2026, its #79 holding.
  • Summit Wealth Group first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2021 and has held it in 18 quarters since.
  • Summit Wealth Group's iShares Core MSCI Total International Stock ETF position peaked at $2.07M in Q4 2022.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.