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The Wealth Group’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

The Wealth Group’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 		$3.24M Sell
33,878
-144
-0.4% -$13.8K 0.6% 19
2026
Q2 		$3.25M Buy
34,022
+8
+0% +$752 0.62% 18
2026
Q1 		$2.95M Buy
34,014
+2,402
+8% +$214K 0.67% 17
2025
Q4 		$2.68M Sell
31,612
-143
-0.5% -$12K 0.6% 21
2025
Q3 		$2.62M Sell
31,755
-3,086
-9% -$245K 0.61% 22
2025
Q2 		$2.69M Sell
34,841
-1,729
-5% -$126K 0.69% 21
2025
Q1 		$2.55M Sell
36,570
-1,298
-3% -$90K 0.75% 19
2024
Q4 		$2.5M Sell
37,868
-1,344
-3% -$93.3K 0.72% 18
2024
Q3 		$2.85M Sell
39,212
-162
-0.4% -$11.2K 0.83% 16
2024
Q2 		$2.66M Sell
39,374
-589
-1% -$39.9K 0.8% 16
2024
Q1 		$2.74M Sell
39,963
-1,657
-4% -$108K 0.84% 16
2023
Q4 		$2.68M Buy
+41,620
New +$2.55M 0.89% 17

Other funds holding IXUS

TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Chesley Taft & Associates
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
SAM
Standpoint Asset Management Scottsdale, Arizona $514M AUM 14.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MWM
Magnolia Wealth Management Dothan, Alabama $191M AUM 9.47% 1-Year Est. Return
MCM
MontVue Capital Management Lynchburg, Virginia $171M AUM 16.62% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

The Wealth Group's IXUS Position: Q3 2026 in Review

The Wealth Group reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.42% in Q3 2026, selling an estimated $13.8K and leaving 33,878 shares worth $3.24M. The position accounts for 0.6% of the portfolio, ranked #19.

The Wealth Group first reported a position in IXUS in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.25M in Q2 2026. 195 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

  • The Wealth Group held 33,878 shares of iShares Core MSCI Total International Stock ETF worth $3.24M as of Q3 2026.
  • The Wealth Group sold 144 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $13.8K.
  • iShares Core MSCI Total International Stock ETF made up 0.6% of The Wealth Group's portfolio in Q3 2026, its #19 holding.
  • The Wealth Group first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2023 and has held it in 12 quarters since.
  • The Wealth Group's iShares Core MSCI Total International Stock ETF position peaked at $3.25M in Q2 2026.
  • 195 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.