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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
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

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

The Wealth Group's IXUS Position: Q2 2026 in Review

The Wealth Group increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.02% in Q2 2026, buying an estimated $752 and bringing the position to 34,022 shares worth $3.25M. The position accounts for 0.62% of the portfolio, ranked #18.

The Wealth Group first reported a position in IXUS in Q4 2023 and has held it in 11 quarters since. 204 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • The Wealth Group held 34,022 shares of iShares Core MSCI Total International Stock ETF worth $3.25M as of Q2 2026.
  • The Wealth Group bought 8 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $752.
  • iShares Core MSCI Total International Stock ETF made up 0.62% of The Wealth Group's portfolio in Q2 2026, its #18 holding.
  • The Wealth Group first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2023 and has held it in 11 quarters since.
  • 204 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.