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Williams & Novak’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Williams & Novak’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 		$2.7M Hold
28,278
– – 1.78% 12
2026
Q1 		$2.48M Hold
28,278
– – 1.85% 13
2025
Q4 		$2.39M Sell
28,278
-627
-2% -$52.6K 1.8% 14
2025
Q3 		$2.39M Sell
28,905
-136
-0.5% -$10.8K 1.84% 11
2025
Q2 		$2.25M Sell
29,041
-343
-1% -$25K 1.91% 9
2025
Q1 		$2.06M Sell
29,384
-2,940
-9% -$204K 2.02% 10
2024
Q4 		$2.14M Sell
32,324
-282
-0.9% -$19.6K 2.06% 8
2024
Q3 		$2.37M Sell
32,606
-933
-3% -$64.6K 2.21% 8
2024
Q2 		$2.27M Sell
33,539
-2,008
-6% -$136K 2.11% 11
2024
Q1 		$2.31M Hold
35,547
– – 2.62% 8
2023
Q4 		$2.31M Buy
+35,547
New +$2.18M 2.62% 8

Other funds holding IXUS

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Williams & Novak's IXUS Position: Q2 2026 in Review

Williams & Novak held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q2 2026 at 28,278 shares worth $2.7M. The position accounts for 1.78% of the portfolio, ranked #12.

Williams & Novak first reported a position in IXUS in Q4 2023 and has held it in 11 quarters since. 204 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Williams & Novak held 28,278 shares of iShares Core MSCI Total International Stock ETF worth $2.7M as of Q2 2026.
  • Williams & Novak left its iShares Core MSCI Total International Stock ETF share count unchanged in Q2 2026.
  • iShares Core MSCI Total International Stock ETF made up 1.78% of Williams & Novak's portfolio in Q2 2026, its #12 holding.
  • Williams & Novak first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2023 and has held it in 11 quarters since.
  • 204 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.