Beacon Financial Advisory’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History

Beacon Financial Advisory’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 Q1	$287K	Sell	3,309 -9	-0.3%	-$802	0.06%	313
2025 Q4	$281K	Hold	3,318	–	–	0.07%	312
2025 Q3	$274K	Buy	3,318 +9	+0.3%	+$715	0.06%	308
2025 Q2	$256K	Hold	3,309	–	–	0.07%	299
2025 Q1	$231K	Hold	3,309	–	–	0.07%	293
2024 Q4	$219K	Buy	3,309 +40	+1%	+$2.78K	0.07%	271
2024 Q3	$237K	Buy	+3,269	New	+$226K	0.08%	257

Other funds holding IXUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Beacon Financial Advisory's IXUS Position: Q1 2026 in Review

Beacon Financial Advisory reduced its iShares Core MSCI Total International Stock ETF (IXUS) stake by 0.27% in Q1 2026, selling an estimated $802 and leaving 3,309 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #313.

Beacon Financial Advisory first reported a position in IXUS in Q3 2024 and has held it in 7 quarters since. 996 funds tracked by Wall St. Rank hold IXUS as of Q1 2026.

Beacon Financial Advisory held 3,309 shares of iShares Core MSCI Total International Stock ETF worth $287K as of Q1 2026.
Beacon Financial Advisory sold 9 iShares Core MSCI Total International Stock ETF shares in Q1 2026, an estimated $802.
iShares Core MSCI Total International Stock ETF made up 0.06% of Beacon Financial Advisory's portfolio in Q1 2026, its #313 holding.
Beacon Financial Advisory first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2024 and has held it in 7 quarters since.
996 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.