West Branch Capital
IXUS icon

West Branch Capital’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

West Branch 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 		$19.2K Hold
203
– – ﹤0.01% 206
2026
Q2 		$19.3K Buy
203
+3
+2% +$282 ﹤0.01% 193
2026
Q1 		$17.3K Buy
+200
New +$17.8K ﹤0.01% 190
2025
Q2 		– Sell
-1,253
Closed -$87.5K – 503
2025
Q1 		$87.5K Hold
1,253
– – 0.03% 123
2024
Q4 		$82.9K Buy
1,253
+22
+2% +$1.53K 0.03% 130
2024
Q3 		$89.4K Sell
1,231
-256
-17% -$17.7K 0.03% 128
2024
Q2 		$100K Buy
1,487
+22
+2% +$1.49K 0.04% 123
2024
Q1 		$99.4K Hold
1,465
– – 0.04% 126
2023
Q4 		$95.1K Buy
1,465
+24
+2% +$1.47K 0.04% 122
2023
Q3 		$86.5K Hold
1,441
– – 0.05% 122
2023
Q2 		$90.3K Buy
1,441
+22
+2% +$1.38K 0.05% 120
2023
Q1 		$87.9K Hold
1,419
– – 0.05% 121
2022
Q4 		$82.1K Buy
1,419
+12
+0.9% +$670 0.05% 131
2022
Q3 		$72K Hold
1,407
– – 0.04% 140
2022
Q2 		$80K Buy
1,407
+23
+2% +$1.42K 0.05% 136
2022
Q1 		$92K Buy
1,384
+1
+0.1% +$68 0.04% 135
2021
Q4 		$98K Buy
1,383
+25
+2% +$1.8K 0.04% 145
2021
Q3 		$96K Hold
1,358
– – 0.05% 138
2021
Q2 		$100K Buy
+1,358
New +$99.4K 0.05% 136
2020
Q1 		– Sell
-4,155
Closed -$257K – 84
2019
Q4 		$257K Sell
4,155
-311
-7% -$18.6K 0.18% 82
2019
Q3 		$258K Sell
4,466
-1,041
-19% -$59.8K 0.19% 78
2019
Q2 		$323K Buy
5,507
+66
+1% +$3.85K 0.27% 68
2019
Q1 		$316K Sell
5,441
-79
-1% -$4.46K 0.28% 61
2018
Q4 		$290K Sell
5,520
-2,833
-34% -$157K 0.31% 58
2018
Q3 		$504K Sell
8,353
-505
-6% -$30.4K 0.37% 58
2018
Q2 		$533K Buy
+8,858
New +$557K 0.42% 59

Other funds holding IXUS

Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Chesley Taft & Associates
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
Bricktown Capital
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Standpoint Asset Management
Standpoint Asset Management Scottsdale, Arizona $514M AUM 14.59% 1-Year Est. Return

West Branch Capital's IXUS Position: Q3 2026 in Review

West Branch Capital held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q3 2026 at 203 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #206.

West Branch Capital first reported a position in IXUS in Q2 2018 and has held it in 26 quarters since. The position peaked at $533K in Q2 2018. 331 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

  • West Branch Capital held 203 shares of iShares Core MSCI Total International Stock ETF worth $19.2K as of Q3 2026.
  • West Branch Capital left its iShares Core MSCI Total International Stock ETF share count unchanged in Q3 2026.
  • iShares Core MSCI Total International Stock ETF made up ﹤0.01% of West Branch Capital's portfolio in Q3 2026, its #206 holding.
  • West Branch Capital first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2018 and has held it in 26 quarters since.
  • West Branch Capital's iShares Core MSCI Total International Stock ETF position peaked at $533K in Q2 2018.
  • 331 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on West Branch Capital's 13F filing for Q3 2026, filed 20 Oct 2026.