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

Venturi Wealth Management’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 		$1.18M Hold
12,359
– – 0.05% 202
2026
Q1 		$1.07M Buy
12,359
+3,571
+41% +$318K 0.05% 193
2025
Q4 		$744K Buy
8,788
+426
+5% +$35.7K 0.03% 246
2025
Q3 		$691K Hold
8,362
– – 0.03% 268
2025
Q2 		$646K Hold
8,362
– – 0.03% 276
2025
Q1 		$584K Buy
+8,362
New +$580K 0.03% 304

Other funds holding IXUS

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 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

Venturi Wealth Management's IXUS Position: Q2 2026 in Review

Venturi Wealth Management held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q2 2026 at 12,359 shares worth $1.18M. The position accounts for 0.05% of the portfolio, ranked #202.

Venturi Wealth Management first reported a position in IXUS in Q1 2025 and has held it in 6 quarters since. 226 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Venturi Wealth Management held 12,359 shares of iShares Core MSCI Total International Stock ETF worth $1.18M as of Q2 2026.
  • Venturi Wealth Management left its iShares Core MSCI Total International Stock ETF share count unchanged in Q2 2026.
  • iShares Core MSCI Total International Stock ETF made up 0.05% of Venturi Wealth Management's portfolio in Q2 2026, its #202 holding.
  • Venturi Wealth Management first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2025 and has held it in 6 quarters since.
  • 226 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.