BOLTON SECURITIES CORPORATION’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

BOLTON SECURITIES CORPORATION’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	$437K	Buy	4,604 +205	+5%	+$19.7K	0.02%	640
2026 Q2	$420K	Buy	4,399 +219	+5%	+$20.6K	0.02%	657
2026 Q1	$362K	Buy	+4,180	New	+$372K	0.02%	632
2025 Q3	$126K	Buy	+1,520	New	+$121K	0.01%	887
2025 Q1	$106K	Buy	+1,520	New	+$105K	0.01%	854

Other funds holding IXUS

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Amica Mutual Insurance Providence, Rhode Island $1.21B AUM 20.46% 1-Year Est. Return

Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IXUS Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 4.7% in Q3 2026, buying an estimated $19.7K and bringing the position to 4,604 shares worth $437K. The position accounts for 0.02% of the portfolio, ranked #640.

BOLTON SECURITIES CORPORATION first reported a position in IXUS in Q1 2025 and has held it in 5 quarters since. 812 funds tracked by Wall St. Rank hold IXUS as of Q3 2026.

BOLTON SECURITIES CORPORATION held 4,604 shares of iShares Core MSCI Total International Stock ETF worth $437K as of Q3 2026.
BOLTON SECURITIES CORPORATION bought 205 iShares Core MSCI Total International Stock ETF shares in Q3 2026, an estimated $19.7K.
iShares Core MSCI Total International Stock ETF made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #640 holding.
BOLTON SECURITIES CORPORATION first reported a position in iShares Core MSCI Total International Stock ETF in Q1 2025 and has held it in 5 quarters since.
812 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.