Taylor & Morgan Wealth Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Taylor & Morgan Wealth Management’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	$4.22M	Buy	44,217 +7,764	+21%	+$730K	2.08%	13
2026 Q1	$3.16M	Buy	36,453 +3,562	+11%	+$317K	1.8%	17
2025 Q4	$2.78M	Buy	32,891 +4,773	+17%	+$400K	1.56%	18
2025 Q3	$2.32M	Buy	28,118 +2,228	+9%	+$177K	1.43%	16
2025 Q2	$2M	Buy	25,890 +1,895	+8%	+$138K	1.35%	17
2025 Q1	$1.68M	Buy	23,995 +622	+3%	+$43.1K	1.26%	17
2024 Q4	$1.55M	Sell	23,373 -1,892	-7%	-$131K	1.09%	17
2024 Q3	$1.83M	Buy	25,265 +430	+2%	+$29.8K	1.23%	16
2024 Q2	$1.68M	Buy	24,835 +363	+1%	+$24.6K	1.19%	16
2024 Q1	$1.66M	Buy	24,472 +7,206	+42%	+$470K	1.22%	16
2023 Q4	$1.12M	Sell	17,266 -657	-4%	-$40.2K	0.89%	22
2023 Q3	$1.08M	Sell	17,923 -27	-0.2%	-$1.68K	0.97%	21
2023 Q2	$1.12M	Sell	17,950 -644	-3%	-$40.3K	0.92%	20
2023 Q1	$1.15M	Buy	18,594 +365	+2%	+$22.4K	1%	22
2022 Q4	$1.06M	Sell	18,229 -1,267	-6%	-$70.7K	0.99%	23
2022 Q3	$993K	Buy	19,496 +2,881	+17%	+$163K	0.99%	20
2022 Q2	$948K	Sell	16,615 -413	-2%	-$25.4K	0.9%	25
2022 Q1	$1.13M	Sell	17,028 -731	-4%	-$49.6K	0.93%	23
2021 Q4	$1.26M	Buy	+17,759	New	+$1.28M	1.02%	25

Other funds holding IXUS

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

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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

TPW

Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Taylor & Morgan Wealth Management's IXUS Position: Q2 2026 in Review

Taylor & Morgan Wealth Management increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 21% in Q2 2026, buying an estimated $730K and bringing the position to 44,217 shares worth $4.22M. The position accounts for 2.08% of the portfolio, ranked #13.

Taylor & Morgan Wealth Management first reported a position in IXUS in Q4 2021 and has held it in 19 quarters since. 499 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Taylor & Morgan Wealth Management held 44,217 shares of iShares Core MSCI Total International Stock ETF worth $4.22M as of Q2 2026.
Taylor & Morgan Wealth Management bought 7,764 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $730K.
iShares Core MSCI Total International Stock ETF made up 2.08% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #13 holding.
Taylor & Morgan Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2021 and has held it in 19 quarters since.
499 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.