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

Summit Wealth Partners’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	$2.33M	Buy	24,443 +687	+3%	+$64.6K	0.33%	65
2026 Q1	$2.06M	Sell	23,756 -333	-1%	-$29.7K	0.33%	66
2025 Q4	$2.04M	Sell	24,089 -628	-3%	-$52.7K	0.38%	53
2025 Q3	$2.04M	Buy	24,717 +451	+2%	+$35.9K	0.37%	53
2025 Q2	$1.88M	Sell	24,266 -2,034	-8%	-$149K	0.36%	51
2025 Q1	$1.84M	Sell	26,300 -1,861	-7%	-$129K	0.37%	53
2024 Q4	$1.86M	Sell	28,161 -253	-0.9%	-$17.6K	0.38%	55
2024 Q3	$2.06M	Buy	28,414 +520	+2%	+$36K	0.4%	54
2024 Q2	$1.88M	Buy	27,894 +1,523	+6%	+$103K	0.39%	53
2024 Q1	$1.79M	Buy	26,371 +654	+3%	+$42.7K	0.38%	51
2023 Q4	$1.67M	Buy	25,717 +110	+0.4%	+$6.73K	0.39%	49
2023 Q3	$1.54M	Buy	25,607 +455	+2%	+$28.4K	0.39%	45
2023 Q2	$1.57M	Buy	25,152 +255	+1%	+$16K	0.39%	45
2023 Q1	$1.54M	Buy	24,897 +97	+0.4%	+$5.94K	0.4%	46
2022 Q4	$1.44M	Sell	24,800 -35	-0.1%	-$1.95K	0.38%	50
2022 Q3	$1.26M	Sell	24,835 -645	-3%	-$36.6K	0.36%	49
2022 Q2	$1.45M	Sell	25,480 -346	-1%	-$21.3K	0.39%	43
2022 Q1	$1.72M	Buy	25,826 +644	+3%	+$43.7K	0.39%	40
2021 Q4	$1.79M	Sell	25,182 -46	-0.2%	-$3.31K	0.38%	38
2021 Q3	$1.79M	Sell	25,228 -12	-0%	-$875	0.42%	35
2021 Q2	$1.85M	Buy	25,240 +684	+3%	+$50.1K	0.44%	34
2021 Q1	$1.73M	Buy	24,556 +177	+0.7%	+$12.4K	0.44%	33
2020 Q4	$1.64M	Buy	24,379 +440	+2%	+$27.6K	0.45%	35
2020 Q3	$1.4M	Buy	23,939 +1,335	+6%	+$77.8K	0.42%	42
2020 Q2	$1.23M	Sell	22,604 -2,054	-8%	-$106K	0.4%	48
2020 Q1	$1.16M	Buy	24,658 +2,035	+9%	+$115K	0.47%	36
2019 Q4	$1.4M	Buy	+22,623	New	+$1.36M	0.48%	37

Other funds holding IXUS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

Hardy Reed Tupelo, Mississippi $1.56B AUM 23.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

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

Summit Wealth Partners increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 2.9% in Q2 2026, buying an estimated $64.6K and bringing the position to 24,443 shares worth $2.33M. The position accounts for 0.33% of the portfolio, ranked #65.

Summit Wealth Partners first reported a position in IXUS in Q4 2019 and has held it in 27 quarters since. 586 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Summit Wealth Partners held 24,443 shares of iShares Core MSCI Total International Stock ETF worth $2.33M as of Q2 2026.
Summit Wealth Partners bought 687 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $64.6K.
iShares Core MSCI Total International Stock ETF made up 0.33% of Summit Wealth Partners's portfolio in Q2 2026, its #65 holding.
Summit Wealth Partners first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2019 and has held it in 27 quarters since.
586 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.