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 Q2	$316K	Hold	3,309	–	–	0.06%	324
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 $6.73T AUM 46.02% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Beacon Financial Advisory's IXUS Position: Q2 2026 in Review

Beacon Financial Advisory held its iShares Core MSCI Total International Stock ETF (IXUS) position steady in Q2 2026 at 3,309 shares worth $316K. The position accounts for 0.06% of the portfolio, ranked #324.

Beacon Financial Advisory first reported a position in IXUS in Q3 2024 and has held it in 8 quarters since. 1,058 funds tracked by Wall St. Rank hold IXUS as of Q2 2026.

Beacon Financial Advisory held 3,309 shares of iShares Core MSCI Total International Stock ETF worth $316K as of Q2 2026.
Beacon Financial Advisory left its iShares Core MSCI Total International Stock ETF share count unchanged in Q2 2026.
iShares Core MSCI Total International Stock ETF made up 0.06% of Beacon Financial Advisory's portfolio in Q2 2026, its #324 holding.
Beacon Financial Advisory first reported a position in iShares Core MSCI Total International Stock ETF in Q3 2024 and has held it in 8 quarters since.
1,058 funds tracked by Wall St. Rank held iShares Core MSCI Total International Stock ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.