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AllGen Financial Advisors’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

AllGen Financial Advisors’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
2025
Q2 		– Sell
-57,164
Closed -$3.99M – 48
2025
Q1 		$3.99M Buy
57,164
+1,946
+4% +$135K 1.18% 18
2024
Q4 		$3.65M Buy
+55,218
New +$3.83M 1.23% 18

Other funds holding IXUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

AllGen Financial Advisors's IXUS Position: Q2 2025 in Review

AllGen Financial Advisors sold out of iShares Core MSCI Total International Stock ETF (IXUS) in Q2 2025, closing a stake of 57,164 shares — an estimated $3.99M sold.

AllGen Financial Advisors first reported a position in IXUS in Q4 2024 and held it in 2 quarters. The position peaked at $3.99M in Q1 2025. 843 funds tracked by Wall St. Rank hold IXUS as of Q2 2025.

  • AllGen Financial Advisors reported no remaining iShares Core MSCI Total International Stock ETF position as of Q2 2025 after selling out during the quarter.
  • AllGen Financial Advisors sold 57,164 iShares Core MSCI Total International Stock ETF shares in Q2 2025, an estimated $3.99M.
  • AllGen Financial Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2024 and held it in 2 quarters.
  • AllGen Financial Advisors's iShares Core MSCI Total International Stock ETF position peaked at $3.99M in Q1 2025.
  • 843 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2025.

Based on AllGen Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.