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White Lighthouse Investment Management’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

White Lighthouse Investment 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
Q1 		$16.1M Sell
185,764
-1,874
-1% -$167K 2.23% 11
2025
Q4 		$15.9M Sell
187,638
-1,048
-0.6% -$87.9K 2.22% 11
2025
Q3 		$15.6M Sell
188,686
-1,210
-0.6% -$96.2K 2.38% 11
2025
Q2 		$14.7M Sell
189,896
-2,999
-2% -$219K 2.39% 10
2025
Q1 		$13.5M Sell
192,895
-3,213
-2% -$223K 2.4% 11
2024
Q4 		$13M Buy
196,108
+4,985
+3% +$346K 2.28% 10
2024
Q3 		$13.9M Buy
191,123
+1,636
+0.9% +$113K 2.49% 10
2024
Q2 		$12.8M Sell
189,487
-2,510
-1% -$170K 2.47% 10
2024
Q1 		$13M Buy
191,997
+7,100
+4% +$463K 2.65% 10
2023
Q4 		$12M Buy
184,897
+1,945
+1% +$119K 2.63% 10
2023
Q3 		$11M Buy
182,952
+7,860
+4% +$490K 2.66% 9
2023
Q2 		$11M Buy
175,092
+3,544
+2% +$222K 2.62% 8
2023
Q1 		$10.6M Sell
171,548
-12,285
-7% -$752K 2.68% 7
2022
Q4 		$10.6M Buy
183,833
+11,368
+7% +$634K 2.89% 7
2022
Q3 		$8.78M Buy
172,465
+3,451
+2% +$196K 2.56% 10
2022
Q2 		$9.64M Buy
169,014
+11,161
+7% +$687K 2.76% 8
2022
Q1 		$10.5M Buy
157,853
+19,955
+14% +$1.35M 2.67% 8
2021
Q4 		$9.78M Buy
137,898
+1,338
+1% +$96.2K 2.44% 9
2021
Q3 		$9.7M Sell
136,560
-87
-0.1% -$6.34K 2.6% 9
2021
Q2 		$10M Buy
136,647
+216
+0.2% +$15.8K 2.74% 8
2021
Q1 		$9.59M Buy
136,431
+73
+0.1% +$5.12K 2.93% 8
2020
Q4 		$9.16M Buy
136,358
+2,692
+2% +$169K 2.92% 8
2020
Q3 		$7.8M Buy
133,666
+6,355
+5% +$370K 2.7% 9
2020
Q2 		$6.94M Buy
127,311
+75,265
+145% +$3.87M 2.55% 10
2020
Q1 		$2.45M Buy
52,046
+5,970
+13% +$337K 1.02% 27
2019
Q4 		$2.85M Sell
46,076
-1,340
-3% -$80.3K 1.05% 28
2019
Q3 		$2.74M Buy
47,416
+11,076
+30% +$636K 1.1% 25
2019
Q2 		$2.13M Buy
36,340
+2,880
+9% +$168K 0.89% 32
2019
Q1 		$1.94M Buy
33,460
+1,545
+5% +$87.3K 0.89% 31
2018
Q4 		$1.68M Buy
31,915
+28,300
+783% +$1.57M 0.92% 27
2018
Q3 		$218K Hold
3,615
– – 0.11% 110
2018
Q2 		$217K Hold
3,615
– – 0.12% 110
2018
Q1 		$228K Sell
3,615
-1,080
-23% -$69.5K 0.13% 107
2017
Q4 		$296K Buy
+4,695
New +$292K 0.17% 94

Other funds holding IXUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

White Lighthouse Investment Management's IXUS Position: Q1 2026 in Review

White Lighthouse Investment Management reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 1% in Q1 2026, selling an estimated $167K and leaving 185,764 shares worth $16.1M. The position accounts for 2.23% of the portfolio, ranked #11.

White Lighthouse Investment Management first reported a position in IXUS in Q4 2017 and has held it in 34 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

  • White Lighthouse Investment Management held 185,764 shares of iShares Core MSCI Total International Stock ETF worth $16.1M as of Q1 2026.
  • White Lighthouse Investment Management sold 1,874 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $167K.
  • iShares Core MSCI Total International Stock ETF made up 2.23% of White Lighthouse Investment Management's portfolio in Q1 2026, its #11 holding.
  • White Lighthouse Investment Management first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2017 and has held it in 34 quarters since.
  • 996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.