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Wedmont Private Capital’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Wedmont Private Capital’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 		$1.4M Buy
14,908
+4,246
+40% +$408K 0.03% 292
2026
Q2 		$1.02M Buy
10,662
+68
+0.6% +$6.39K 0.03% 344
2026
Q1 		$968K Buy
10,594
+22
+0.2% +$1.96K 0.03% 330
2025
Q4 		$917K Buy
10,572
+108
+1% +$9.05K 0.03% 311
2025
Q3 		$874K Buy
10,464
+35
+0.3% +$2.78K 0.03% 308
2025
Q2 		$811K Buy
10,429
+89
+0.9% +$6.5K 0.03% 307
2025
Q1 		$698K Hold
10,340
– – 0.04% 298
2024
Q4 		$675K Buy
10,340
+100
+1% +$6.94K 0.04% 297
2024
Q3 		$740K Hold
10,240
– – 0.04% 271
2024
Q2 		$721K Buy
10,240
+83
+0.8% +$5.63K 0.05% 258
2024
Q1 		$691K Buy
10,157
+892
+10% +$58.2K 0.05% 259
2023
Q4 		$597K Buy
9,265
+4,324
+88% +$265K 0.05% 268
2023
Q3 		$294K Hold
4,941
– – 0.03% 388
2023
Q2 		$317K Sell
4,941
-715
-13% -$44.8K 0.03% 365
2023
Q1 		$352K Buy
5,656
+29
+0.5% +$1.78K 0.05% 299
2022
Q4 		$339K Buy
+5,627
New +$314K 0.05% 306
2022
Q3 		– Sell
-3,603
Closed -$205K – 391
2022
Q2 		$205K Hold
3,603
– – 0.04% 320
2022
Q1 		$244K Buy
+3,603
New +$244K 0.05% 277

Other funds holding IXUS

FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
DTC
Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Wedmont Private Capital's IXUS Position: Q3 2026 in Review

Wedmont Private Capital increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 40% in Q3 2026, buying an estimated $408K and bringing the position to 14,908 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #292.

Wedmont Private Capital first reported a position in IXUS in Q1 2022 and has held it in 18 quarters since. 47 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

  • Wedmont Private Capital held 14,908 shares of iShares Core MSCI Total International Stock ETF worth $1.4M as of Q3 2026.
  • Wedmont Private Capital bought 4,246 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $408K.
  • iShares Core MSCI Total International Stock ETF made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #292 holding.
  • Wedmont Private Capital first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2022 and has held it in 18 quarters since.
  • 47 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.