Valeo Financial Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $689K | Sell |
7,254
-281
| -4% | -$27K | 0.01% | 379 |
|
|
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% | -$39.6K | 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
Valeo Financial Advisors's IXUS Position: Q3 2026 in Review
Valeo Financial Advisors reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 3.7% in Q3 2026, selling an estimated $27K and leaving 7,254 shares worth $689K. The position accounts for 0.01% of the portfolio, ranked #379.
Valeo Financial Advisors first reported a position in IXUS in Q3 2017 and has held it in 34 quarters since. The position peaked at $1.01M in Q2 2021. 642 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.
- Valeo Financial Advisors held 7,254 shares of iShares Core MSCI Total International Stock ETF worth $689K as of Q3 2026.
- Valeo Financial Advisors sold 281 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $27K.
- iShares Core MSCI Total International Stock ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #379 holding.
- Valeo Financial Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2017 and has held it in 34 quarters since.
- Valeo Financial Advisors's iShares Core MSCI Total International Stock ETF position peaked at $1.01M in Q2 2021.
- 642 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.
Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.