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SWMG LLC’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

SWMG LLC’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 		$8.92M Buy
94,284
+2,537
+3% +$238K 2.1% 14
2026
Q1 		$7.95M Sell
91,747
-2,512
-3% -$224K 2.27% 15
2025
Q4 		$8.57M Sell
94,259
-2,048
-2% -$172K 2.38% 13
2025
Q3 		$8.09M Sell
96,307
-29,141
-23% -$2.32M 2.45% 12
2025
Q2 		$9.77M Buy
125,448
+14,708
+13% +$1.07M 3.29% 9
2025
Q1 		$7.89M Sell
110,740
-6,223
-5% -$432K 3.13% 7
2024
Q4 		$7.93M Sell
116,963
-1,190
-1% -$82.6K 3.16% 8
2024
Q3 		$8.03M Buy
118,153
+5,765
+5% +$399K 3.31% 8
2024
Q2 		$7.59M Sell
112,388
-25,875
-19% -$1.75M 3.38% 8
2024
Q1 		$9.38M Buy
138,263
+30,325
+28% +$1.98M 4.22% 3
2023
Q4 		$7.01M Buy
107,938
+17,643
+20% +$1.08M 3.34% 5
2023
Q3 		$5.42M Buy
90,295
+8,113
+10% +$506K 2.84% 7
2023
Q2 		$5.15M Sell
82,182
-5,446
-6% -$341K 2.69% 10
2023
Q1 		$5.43M Sell
87,628
-19,869
-18% -$1.22M 3.03% 8
2022
Q4 		$6.22M Buy
107,497
+8,485
+9% +$473K 3.76% 6
2022
Q3 		$5.04M Buy
+99,012
New +$5.61M 3.29% 7

Other funds holding IXUS

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
ASW
Astoria Strategic Wealth Conroe, Texas $438M AUM 16.79% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Magnolia Wealth Management Dothan, Alabama $191M AUM 17.58% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

SWMG LLC's IXUS Position: Q2 2026 in Review

SWMG LLC increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 2.8% in Q2 2026, buying an estimated $238K and bringing the position to 94,284 shares worth $8.92M. The position accounts for 2.1% of the portfolio, ranked #14.

SWMG LLC first reported a position in IXUS in Q3 2022 and has held it in 16 quarters since. The position peaked at $9.77M in Q2 2025. 204 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • SWMG LLC held 94,284 shares of iShares Core MSCI Total International Stock ETF worth $8.92M as of Q2 2026.
  • SWMG LLC bought 2,537 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $238K.
  • iShares Core MSCI Total International Stock ETF made up 2.1% of SWMG LLC's portfolio in Q2 2026, its #14 holding.
  • SWMG LLC first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2022 and has held it in 16 quarters since.
  • SWMG LLC's iShares Core MSCI Total International Stock ETF position peaked at $9.77M in Q2 2025.
  • 204 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.