Valeo Financial Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Valeo Financial Advisors’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	$719K	Buy	7,535 +4,223	+128%	+$397K	0.02%	361
2026 Q1	$287K	Buy	3,312 +89	+3%	+$7.93K	0.01%	568
2025 Q4	$273K	Sell	3,223 -159	-5%	-$13.3K	0.01%	658
2025 Q3	$279K	Buy	3,382 +750	+28%	+$59.6K	0.01%	630
2025 Q2	$203K	Buy	+2,632	New	+$192K	0.01%	707
2024 Q4	–	Sell	-4,156	Closed	-$302K	–	768
2024 Q3	$302K	Hold	4,156	–	–	0.01%	526
2024 Q2	$281K	Buy	4,156 +40	+1%	+$2.71K	0.01%	526
2024 Q1	$273K	Sell	4,116 -3,028	-42%	-$198K	0.01%	536
2023 Q4	$464K	Sell	7,144 -458	-6%	-$28K	0.02%	385
2023 Q3	$456K	Sell	7,602 -3,240	-30%	-$202K	0.02%	359
2023 Q2	$679K	Buy	10,842 +3,592	+50%	+$225K	0.03%	259
2023 Q1	$449K	Buy	7,250 +224	+3%	+$13.7K	0.02%	357
2022 Q4	$407K	Buy	+7,026	New	+$392K	0.02%	315
2022 Q3	–	Sell	-4,467	Closed	-$255K	–	524
2022 Q2	$255K	Sell	4,467 -9,280	-68%	-$571K	0.02%	387
2022 Q1	$915K	Buy	13,747 +3,582	+35%	+$243K	0.05%	216
2021 Q4	$721K	Sell	10,165 -2,820	-22%	-$203K	0.04%	231
2021 Q3	$922K	Sell	12,985 -841	-6%	-$61.3K	0.05%	201
2021 Q2	$1.01M	Buy	13,826 +208	+2%	+$15.2K	0.06%	164
2021 Q1	$957K	Hold	13,618	–	–	0.04%	176
2020 Q4	$915K	Buy	13,618 +7,350	+117%	+$462K	0.05%	165
2020 Q3	$366K	Buy	6,268 +5,725	+1,054%	+$334K	0.03%	225
2020 Q2	$30K	Sell	543 -652	-55%	-$33.5K	﹤0.01%	922
2020 Q1	$58K	Hold	1,195	–	–	0.01%	550
2019 Q4	$74K	Hold	1,195	–	–	0.01%	521
2019 Q3	$69K	Sell	1,195 -689	-37%	-$39.5K	0.01%	512
2019 Q2	$110K	Buy	1,884 +689	+58%	+$40.2K	0.01%	409
2019 Q1	$69K	Sell	1,195 -141	-11%	-$7.97K	0.01%	495
2018 Q4	$70K	Buy	1,336 +97	+8%	+$5.38K	0.01%	441
2018 Q3	$68K	Hold	1,239	–	–	0.01%	484
2018 Q2	$74K	Buy	1,239 +94	+8%	+$5.91K	0.01%	464
2018 Q1	$72K	Buy	1,145 +470	+70%	+$30.2K	0.01%	426
2017 Q4	$43K	Hold	675	–	–	0.01%	497
2017 Q3	$41K	Buy	+675	New	+$40.2K	0.01%	435

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

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 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

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

Valeo Financial Advisors's IXUS Position: Q2 2026 in Review

Valeo Financial Advisors increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 128% in Q2 2026, buying an estimated $397K and bringing the position to 7,535 shares worth $719K. The position accounts for 0.02% of the portfolio, ranked #361.

Valeo Financial Advisors first reported a position in IXUS in Q3 2017 and has held it in 33 quarters since. The position peaked at $1.01M in Q2 2021. 204 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Valeo Financial Advisors held 7,535 shares of iShares Core MSCI Total International Stock ETF worth $719K as of Q2 2026.
Valeo Financial Advisors bought 4,223 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $397K.
iShares Core MSCI Total International Stock ETF made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #361 holding.
Valeo Financial Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2017 and has held it in 33 quarters since.
Valeo Financial Advisors's iShares Core MSCI Total International Stock ETF position peaked at $1.01M in Q2 2021.
204 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.