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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
Q2 		$508K Sell
5,319
-163
-3% -$15.3K 0.1% 78
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 Buy
10,164
+9,986
+5,610% +$625K 0.26% 41
2023
Q1 		$11K Sell
178
-35,581
-100% -$2.18M 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 $6.73T AUM 46.02% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Summit Wealth Group's IXUS Position: Q2 2026 in Review

Summit Wealth Group reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 3% in Q2 2026, selling an estimated $15.3K and leaving 5,319 shares worth $508K. The position accounts for 0.1% of the portfolio, ranked #78.

Summit Wealth Group first reported a position in IXUS in Q1 2021 and has held it in 19 quarters since. The position peaked at $2.07M in Q4 2022. 1,057 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Summit Wealth Group held 5,319 shares of iShares Core MSCI Total International Stock ETF worth $508K as of Q2 2026.
  • Summit Wealth Group sold 163 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $15.3K.
  • iShares Core MSCI Total International Stock ETF made up 0.1% of Summit Wealth Group's portfolio in Q2 2026, its #78 holding.
  • Summit Wealth Group first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2021 and has held it in 19 quarters since.
  • Summit Wealth Group's iShares Core MSCI Total International Stock ETF position peaked at $2.07M in Q4 2022.
  • 1,057 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.