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

Unique Wealth’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	$937K	Buy	9,862 +1,587	+19%	+$152K	0.11%	101
2026 Q2	$790K	Buy	8,275 +310	+4%	+$29.1K	0.09%	118
2026 Q1	$690K	Buy	+7,965	New	+$710K	0.1%	102

Other funds holding IXUS

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Tiller Private Wealth Bethlehem, Pennsylvania $320M AUM 14.86% 1-Year Est. Return

Unique Wealth's IXUS Position: Q3 2026 in Review

Unique Wealth increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 19% in Q3 2026, buying an estimated $152K and bringing the position to 9,862 shares worth $937K. The position accounts for 0.11% of the portfolio, ranked #101.

Unique Wealth first reported a position in IXUS in Q1 2026 and has held it in 3 quarters since. 462 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

Unique Wealth held 9,862 shares of iShares Core MSCI Total International Stock ETF worth $937K as of Q3 2026.
Unique Wealth bought 1,587 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $152K.
iShares Core MSCI Total International Stock ETF made up 0.11% of Unique Wealth's portfolio in Q3 2026, its #101 holding.
Unique Wealth first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2026 and has held it in 3 quarters since.
462 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.