Taylor & Morgan Wealth Management
IXUS icon

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
Q3 		$4.38M Buy
46,129
+1,912
+4% +$184K 2.11% 13
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

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return
Waldron Private Wealth
Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Hardy Reed
Hardy Reed Tupelo, Mississippi $1.58B AUM 14.98% 1-Year Est. Return

Taylor & Morgan Wealth Management's IXUS Position: Q3 2026 in Review

Taylor & Morgan Wealth Management increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 4.3% in Q3 2026, buying an estimated $184K and bringing the position to 46,129 shares worth $4.38M. The position accounts for 2.11% of the portfolio, ranked #13.

Taylor & Morgan Wealth Management first reported a position in IXUS in Q4 2021 and has held it in 20 quarters since. 642 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

  • Taylor & Morgan Wealth Management held 46,129 shares of iShares Core MSCI Total International Stock ETF worth $4.38M as of Q3 2026.
  • Taylor & Morgan Wealth Management bought 1,912 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $184K.
  • iShares Core MSCI Total International Stock ETF made up 2.11% of Taylor & Morgan Wealth Management's portfolio in Q3 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 20 quarters since.
  • 642 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.