Wealthcare Capital Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Wealthcare Capital 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	$3.55M	Sell	37,152 -681	-2%	-$64K	0.34%	19
2026 Q1	$3.28M	Sell	37,833 -784	-2%	-$69.8K	0.33%	18
2025 Q4	$3.27M	Sell	38,617 -3,933	-9%	-$330K	0.32%	18
2025 Q3	$3.51M	Sell	42,550 -3,335	-7%	-$265K	0.36%	17
2025 Q2	$3.55M	Sell	45,885 -12,409	-21%	-$906K	0.38%	16
2025 Q1	$4.07M	Sell	58,294 -2,054	-3%	-$142K	0.41%	17
2024 Q4	$3.99M	Sell	60,348 -3,386	-5%	-$235K	0.4%	16
2024 Q3	$4.63M	Sell	63,734 -5,717	-8%	-$396K	0.46%	16
2024 Q2	$4.69M	Sell	69,451 -2,126	-3%	-$144K	0.5%	14
2024 Q1	$4.86M	Sell	71,577 -3,380	-5%	-$221K	0.54%	13
2023 Q4	$4.87M	Buy	74,957 +24,509	+49%	+$1.5M	0.56%	11
2023 Q3	$3.03M	Sell	50,448 -2,132	-4%	-$133K	0.37%	13
2023 Q2	$3.29M	Sell	52,580 -1,408	-3%	-$88.1K	0.39%	11
2023 Q1	$3.34M	Sell	53,988 -21,368	-28%	-$1.31M	0.41%	10
2022 Q4	$4.36M	Sell	75,356 -102,570	-58%	-$5.72M	0.56%	11
2022 Q3	$9.06M	Buy	177,926 +130,138	+272%	+$7.38M	1.15%	9
2022 Q2	$2.73M	Sell	47,788 -5,294	-10%	-$326K	0.3%	11
2022 Q1	$3.53M	Sell	53,082 -12,747	-19%	-$865K	0.34%	12
2021 Q4	$4.67M	Buy	65,829 +17,759	+37%	+$1.28M	0.43%	11
2021 Q3	$3.41M	Sell	48,070 -264	-0.5%	-$19.2K	0.33%	12
2021 Q2	$3.54M	Sell	48,334 -4,458	-8%	-$326K	0.34%	13
2021 Q1	$3.71M	Sell	52,792 -2,537	-5%	-$178K	0.37%	12
2020 Q4	$3.72M	Buy	55,329 +3,037	+6%	+$191K	0.39%	12
2020 Q3	$3.05M	Buy	52,292 +1,331	+3%	+$77.5K	0.35%	13
2020 Q2	$2.78M	Buy	50,961 +18,629	+58%	+$958K	0.34%	13
2020 Q1	$1.52M	Sell	32,332 -87,903	-73%	-$4.97M	0.2%	19
2019 Q4	$7.44M	Sell	120,235 -3,965	-3%	-$238K	0.89%	8
2019 Q3	$7.17M	Sell	124,200 -8,070	-6%	-$463K	0.88%	8
2019 Q2	$7.76M	Buy	132,270 +1,026	+0.8%	+$59.8K	1.07%	8
2019 Q1	$7.62M	Sell	131,244 -13,879	-10%	-$784K	1.09%	8
2018 Q4	$7.62M	Buy	145,123 +143,579	+9,299%	+$7.97M	1.18%	8
2018 Q3	$93K	Hold	1,544	–	–	0.01%	71
2018 Q2	$93K	Hold	1,544	–	–	0.01%	68
2018 Q1	$97K	Hold	1,544	–	–	0.01%	66
2017 Q4	$97K	Hold	1,544	–	–	0.01%	66
2017 Q3	$94K	Hold	1,544	–	–	0.01%	65
2017 Q2	$89K	Sell	1,544 -14,255	-90%	-$810K	0.01%	66
2017 Q1	$865K	Sell	15,799 -560	-3%	-$29.8K	0.09%	22
2016 Q4	$826K	Buy	16,359 +16,076	+5,681%	+$817K	0.1%	22
2016 Q3	$15K	Hold	283	–	–	﹤0.01%	111
2016 Q2	$14K	Buy	283 +118	+72%	+$5.87K	﹤0.01%	111
2016 Q1	$8K	Sell	165 -24,992	-99%	-$1.17M	﹤0.01%	139
2015 Q4	$1.25M	Buy	+25,157	New	+$1.28M	0.15%	16

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

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

Wealthcare Capital Management's IXUS Position: Q2 2026 in Review

Wealthcare Capital Management reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 1.8% in Q2 2026, selling an estimated $64K and leaving 37,152 shares worth $3.55M. The position accounts for 0.34% of the portfolio, ranked #19.

Wealthcare Capital Management first reported a position in IXUS in Q4 2015 and has held it in 43 quarters since. The position peaked at $9.06M in Q3 2022. 212 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Wealthcare Capital Management held 37,152 shares of iShares Core MSCI Total International Stock ETF worth $3.55M as of Q2 2026.
Wealthcare Capital Management sold 681 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $64K.
iShares Core MSCI Total International Stock ETF made up 0.34% of Wealthcare Capital Management's portfolio in Q2 2026, its #19 holding.
Wealthcare Capital Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2015 and has held it in 43 quarters since.
Wealthcare Capital Management's iShares Core MSCI Total International Stock ETF position peaked at $9.06M in Q3 2022.
212 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Wealthcare Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.