Winthrop Advisory Group’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Winthrop Advisory Group’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	$12.8M	Buy	134,763 +41,145	+44%	+$3.95M	0.79%	24
2026 Q2	$8.93M	Buy	93,618 +52,267	+126%	+$4.91M	0.6%	29
2026 Q1	$3.58M	Buy	41,351 +5,864	+17%	+$522K	0.29%	44
2025 Q4	$3M	Buy	35,487 +1,493	+4%	+$125K	0.25%	47
2025 Q3	$2.81M	Buy	33,994 +2,258	+7%	+$180K	0.25%	46
2025 Q2	$2.45M	Buy	+31,736	New	+$2.32M	0.24%	48

Other funds holding IXUS

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

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

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 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

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

Winthrop Advisory Group's IXUS Position: Q3 2026 in Review

Winthrop Advisory Group increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 44% in Q3 2026, buying an estimated $3.95M and bringing the position to 134,763 shares worth $12.8M. The position accounts for 0.79% of the portfolio, ranked #24.

Winthrop Advisory Group first reported a position in IXUS in Q2 2025 and has held it in 6 quarters since. 331 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

Winthrop Advisory Group held 134,763 shares of iShares Core MSCI Total International Stock ETF worth $12.8M as of Q3 2026.
Winthrop Advisory Group bought 41,145 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $3.95M.
iShares Core MSCI Total International Stock ETF made up 0.79% of Winthrop Advisory Group's portfolio in Q3 2026, its #24 holding.
Winthrop Advisory Group first reported a position in iShares Core MSCI Total International Stock ETF in Q2 2025 and has held it in 6 quarters since.
331 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.