Global Wealth Strategies & Associates IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

Ownership history in Global Wealth Strategies & Associates  ·  14 quarters on record

AI Ownership Summary

Global Wealth Strategies & Associates reported ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF (IXUS) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows IXUS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IXUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Wealth Strategies & Associates's position in ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IXUS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Global Wealth Strategies & Associates held IXUS — position size vs. price
% of Fund (quarterly)    IXUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 32 0% 0.00% $3K 2026-05-15 (Est.) $93.22
2025 Q4 ADDED 32 +1 +3.2% 0.00% $3K 2026-01-02 $85.85
2025 Q3 UNCHANGED 31 0% 0.00% $3K 2025-10-02 $81.84
2025 Q2 UNCHANGED 31 0% 0.00% $2K 2025-07-07 $75.48
2025 Q1 REDUCED 79.6% +12.4% 31 -121 -79.6% 0.00% $2K 2025-04-02 $67.89
2024 Q4 ADDED 152 +5 +3.4% 0.00% $10K 2025-01-02 $63.75
2024 Q3 ADDED 147 +100 +212.8% 0.00% $11K 2024-10-01 $68.75
2024 Q2 UNCHANGED 47 0% 0.00% $3K 2024-07-02 $64.43
2024 Q1 UNCHANGED 47 0% 0.00% $3K 2024-04-01 $63.37
2023 Q4 UNCHANGED 47 0% 0.00% $3K 2024-01-02 $60.04
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Global Wealth Strategies & Associates and IXUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Global Wealth Strategies & Associates reported owning IXUS?

Global Wealth Strategies & Associates reported IXUS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IXUS position in Global Wealth Strategies & Associates's portfolio?

The largest reported portfolio weight for IXUS was 0.00% in 2024 Q3.

What is the latest reported IXUS position on this page?

The most recent filing on this page is 2026 Q1, when Global Wealth Strategies & Associates reported 32 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this IXUS ownership page compare?

The chart compares Global Wealth Strategies & Associates's quarterly IXUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Global Wealth Strategies & Associates time their IXUS position?

Based on 13F filing dates vs. subsequent IXUS price moves, Global Wealth Strategies & Associates correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on IXUS relative to SPY over the holding period was -4.0%.

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