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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

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 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. 1,058 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.
  • 1,058 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.