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

Ballast 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
2026
Q2 		$788K Buy
8,257
+378
+5% +$35.5K 0.71% 32
2026
Q1 		$683K Buy
7,879
+1,420
+22% +$126K 0.7% 31
2025
Q4 		$547K Buy
+6,459
New +$542K 0.56% 35

Other funds holding IXUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ballast Financial Advisors's IXUS Position: Q2 2026 in Review

Ballast Financial Advisors increased its iShares Core MSCI Total International Stock ETF (IXUS) stake by 4.8% in Q2 2026, buying an estimated $35.5K and bringing the position to 8,257 shares worth $788K. The position accounts for 0.71% of the portfolio, ranked #32.

Ballast Financial Advisors first reported a position in IXUS in Q4 2025 and has held it in 3 quarters since. 1,059 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

  • Ballast Financial Advisors held 8,257 shares of iShares Core MSCI Total International Stock ETF worth $788K as of Q2 2026.
  • Ballast Financial Advisors bought 378 iShares Core MSCI Total International Stock ETF shares in Q2 2026, an estimated $35.5K.
  • iShares Core MSCI Total International Stock ETF made up 0.71% of Ballast Financial Advisors's portfolio in Q2 2026, its #32 holding.
  • Ballast Financial Advisors first reported a position in iShares Core MSCI Total International Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,059 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Ballast Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.