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 Q3	$2.52M	Sell	26,511 -1,767	-6%	-$170K	1.49%	16
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

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

SAM

Standpoint Asset Management Scottsdale, Arizona $514M AUM 14.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MWM

Magnolia Wealth Management Dothan, Alabama $191M AUM 9.47% 1-Year Est. Return

MCM

MontVue Capital Management Lynchburg, Virginia $171M AUM 16.62% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Williams & Novak's IXUS Position: Q3 2026 in Review

Williams & Novak reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 6.2% in Q3 2026, selling an estimated $170K and leaving 26,511 shares worth $2.52M. The position accounts for 1.49% of the portfolio, ranked #16.

Williams & Novak first reported a position in IXUS in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.7M in Q2 2026. 195 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

Williams & Novak held 26,511 shares of iShares Core MSCI Total International Stock ETF worth $2.52M as of Q3 2026.
Williams & Novak sold 1,767 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $170K.
iShares Core MSCI Total International Stock ETF made up 1.49% of Williams & Novak's portfolio in Q3 2026, its #16 holding.
Williams & Novak first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2023 and has held it in 12 quarters since.
Williams & Novak's iShares Core MSCI Total International Stock ETF position peaked at $2.7M in Q2 2026.
195 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.